WealthShield Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $973K | Buy |
35,845
+90
| +0.3% | +$2.4K | 0.11% | 191 |
|
|
2025
Q4 | $870K | Buy |
35,755
+3,420
| +11% | +$83.2K | 0.1% | 193 |
|
|
2025
Q3 | $792K | Hold |
32,335
| – | – | 0.09% | 198 |
|
|
2025
Q2 | $758K | Sell |
32,335
-325
| -1% | -$7.49K | 0.09% | 197 |
|
|
2025
Q1 | $791K | Buy |
32,660
+16,345
| +100% | +$382K | 0.1% | 183 |
|
|
2024
Q4 | $366K | Sell |
16,315
-18,735
| -53% | -$440K | 0.05% | 227 |
|
|
2024
Q3 | $824K | Buy |
35,050
+20,270
| +137% | +$464K | 0.11% | 169 |
|
|
2024
Q2 | $321K | Buy |
14,780
+520
| +4% | +$11.3K | 0.05% | 233 |
|
|
2024
Q1 | $314K | Sell |
14,260
-14,395
| -50% | -$303K | 0.05% | 231 |
|
|
2023
Q4 | $585K | Sell |
28,655
-1,335
| -4% | -$26.3K | 0.1% | 186 |
|
|
2023
Q3 | $600K | Sell |
29,990
-16,890
| -36% | -$346K | 0.09% | 193 |
|
|
2023
Q2 | $945K | Sell |
46,880
-31,030
| -40% | -$625K | 0.14% | 151 |
|
|
2023
Q1 | $1.58M | Sell |
77,910
-4,450
| -5% | -$91.4K | 0.26% | 105 |
|
|
2022
Q4 | $1.72M | Sell |
82,360
-78,370
| -49% | -$1.6M | 0.33% | 87 |
|
|
2022
Q3 | $2.94M | Sell |
160,730
-4,550
| -3% | -$91.9K | 0.58% | 42 |
|
|
2022
Q2 | $3.32M | Buy |
165,280
+146,605
| +785% | +$3.1M | 0.66% | 32 |
|
|
2022
Q1 | $399K | Buy |
18,675
+6,380
| +52% | +$132K | 0.06% | 259 |
|
|
2021
Q4 | $248K | Hold |
12,295
| – | – | 0.04% | 255 |
|
|
2021
Q3 | $232K | Buy |
+12,295
| New | +$238K | 0.06% | 213 |
|
|
2021
Q2 | – | Sell |
-5,750
| Closed | -$109K | – | 926 |
|
|
2021
Q1 | $109K | Buy |
+5,750
| New | +$105K | 0.02% | 328 |
|
|
2020
Q4 | – | Sell |
-730
| Closed | -$12K | – | 329 |
|
|
2020
Q3 | $12K | Sell |
730
-620
| -46% | -$10.3K | ﹤0.01% | 344 |
|
|
2020
Q2 | $22K | Sell |
1,350
-6,080
| -82% | -$98.2K | 0.01% | 276 |
|
|
2020
Q1 | $106K | Sell |
7,430
-2,025
| -21% | -$35.8K | 0.06% | 172 |
|
|
2019
Q4 | $185K | Hold |
9,455
| – | – | 0.09% | 181 |
|
|
2019
Q3 | $178K | Buy |
9,455
+105
| +1% | +$1.97K | 0.09% | 169 |
|
|
2019
Q2 | $177K | Sell |
9,350
-415
| -4% | -$7.78K | 0.1% | 148 |
|
|
2019
Q1 | $182K | Buy |
9,765
+1,495
| +18% | +$26.8K | 0.1% | 149 |
|
|
2018
Q4 | $140K | Sell |
8,270
-2,025
| -20% | -$36K | 0.1% | 134 |
|
|
2018
Q3 | $188K | Buy |
10,295
+60
| +0.6% | +$1.06K | 0.11% | 130 |
|
|
2018
Q2 | $176K | Buy |
10,235
+7,250
| +243% | +$123K | 0.11% | 123 |
|
|
2018
Q1 | $50K | Hold |
2,985
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $54K | Buy |
+2,985
| New | +$52.2K | 0.03% | 153 |
|
Other funds holding HDV
WealthShield Partners's HDV Position: Q1 2026 in Review
WealthShield Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.25% in Q1 2026, buying an estimated $2.4K and bringing the position to 35,845 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #191.
WealthShield Partners first reported a position in HDV in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.32M in Q2 2022. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.
- WealthShield Partners held 35,845 shares of iShares Core High Dividend ETF worth $973K as of Q1 2026.
- WealthShield Partners bought 90 iShares Core High Dividend ETF shares in Q1 2026, an estimated $2.4K.
- iShares Core High Dividend ETF made up 0.11% of WealthShield Partners's portfolio in Q1 2026, its #191 holding.
- WealthShield Partners first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 32 quarters since.
- WealthShield Partners's iShares Core High Dividend ETF position peaked at $3.32M in Q2 2022.
- 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.