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

WealthSpring 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 Q2	–	Sell	-7,575	Closed	-$206K	–	75
2026 Q1	$206K	Buy	+7,575	New	+$202K	0.19%	69
2023 Q3	$783K	Sell	39,570 -1,940	-5%	-$39.7K	0.58%	29
2023 Q2	$837K	Buy	41,510 +10	+0%	+$201	0.61%	25
2023 Q1	$844K	Sell	41,500 -590	-1%	-$12.1K	0.65%	23
2022 Q4	$878K	Buy	42,090 +4,890	+13%	+$100K	0.69%	24
2022 Q3	$679K	Buy	+37,200	New	+$752K	0.6%	26

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

WealthSpring Partners's HDV Position: Q2 2026 in Review

WealthSpring Partners sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 7,575 shares — an estimated $206K sold.

WealthSpring Partners first reported a position in HDV in Q3 2022 and held it in 6 quarters. The position peaked at $878K in Q4 2022. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

WealthSpring Partners reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
WealthSpring Partners sold 7,575 iShares Core High Dividend ETF shares in Q2 2026, an estimated $206K.
WealthSpring Partners first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 6 quarters.
WealthSpring Partners's iShares Core High Dividend ETF position peaked at $878K in Q4 2022.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.