WP
HDV

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
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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return