WealthPLAN Partners’s iShares Core High Dividend ETF HDV Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-8,915	Closed	-$217K	–	231
2025 Q4	$217K	Buy	8,915 +200	+2%	+$4.86K	0.03%	261
2025 Q3	$213K	Buy	+8,715	New	+$211K	0.03%	242
2023 Q3	–	Sell	-5,980	Closed	-$121K	–	645
2023 Q2	$121K	Sell	5,980 -1,520	-20%	-$30.6K	0.02%	369
2023 Q1	$152K	Sell	7,500 -19,330	-72%	-$397K	0.02%	352
2022 Q4	$564K	Buy	+26,830	New	+$549K	0.04%	240
2022 Q1	$496K	Buy	23,940 +11,410	+91%	+$237K	0.03%	250
2021 Q4	$259K	Buy	+12,530	New	+$246K	0.02%	339
2016 Q3	$43K	Sell	2,680 -1,830	-41%	-$30.1K	0.01%	361
2016 Q2	$44.1K	Buy	+4,510	New	+$71.8K	0.01%	977
2015 Q4	$12.5K	Buy	+850	New	+$12.6K	﹤0.01%	1083
2015 Q2	–	Sell	-850	Closed	-$12K	–	466
2015 Q1	$12K	Buy	+850	New	+$13K	0.01%	365

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WealthPLAN Partners's HDV Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 8,915 shares — an estimated $217K sold.

WealthPLAN Partners first reported a position in HDV in Q1 2015 and held it in 11 quarters. The position peaked at $564K in Q4 2022. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

WealthPLAN Partners reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 8,915 iShares Core High Dividend ETF shares in Q1 2026, an estimated $217K.
WealthPLAN Partners first reported a position in iShares Core High Dividend ETF in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's iShares Core High Dividend ETF position peaked at $564K in Q4 2022.
863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.