WGC
HDV

Watts Gwilliam & Co’s iShares Core High Dividend ETF HDV Stock Holding History

Watts Gwilliam & Co’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$215K Hold
8,775
– – 0.03% 206
2025
Q2 		$214K Buy
+8,775
New +$202K 0.04% 205

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Watts Gwilliam & Co's HDV Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Core High Dividend ETF (HDV) position steady in Q3 2025 at 8,775 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #206.

Watts Gwilliam & Co first reported a position in HDV in Q2 2025 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

  • Watts Gwilliam & Co held 8,775 shares of iShares Core High Dividend ETF worth $215K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Core High Dividend ETF share count unchanged in Q3 2025.
  • iShares Core High Dividend ETF made up 0.03% of Watts Gwilliam & Co's portfolio in Q3 2025, its #206 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.