WealthPlan Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

WealthPlan Investment Management’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
2026 Q2	$616K	Buy	22,491 +3,616	+19%	+$98.3K	0.03%	283
2026 Q1	$512K	Buy	+18,875	New	+$502K	0.03%	294
2023 Q1	–	Sell	-26,830	Closed	-$567K	–	486
2022 Q4	$567K	Sell	26,830 -895	-3%	-$18.3K	0.04%	239
2022 Q3	$582K	Buy	+27,725	New	+$560K	0.04%	225
2022 Q1	$496K	Buy	+23,940	New	+$497K	0.03%	250

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

WealthPlan Investment Management's HDV Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core High Dividend ETF (HDV) stake by 19% in Q2 2026, buying an estimated $98.3K and bringing the position to 22,491 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #283.

WealthPlan Investment Management first reported a position in HDV in Q1 2022 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

WealthPlan Investment Management held 22,491 shares of iShares Core High Dividend ETF worth $616K as of Q2 2026.
WealthPlan Investment Management bought 3,616 iShares Core High Dividend ETF shares in Q2 2026, an estimated $98.3K.
iShares Core High Dividend ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #283 holding.
WealthPlan Investment Management first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 5 quarters since.
334 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.