WA
HDV

Wealthstar Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Wealthstar Advisors’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
2025
Q4 		– Sell
-15,350
Closed -$376K – 131
2025
Q3 		$376K Hold
15,350
– – 0.15% 115
2025
Q2 		$360K Sell
15,350
-19,270
-56% -$444K 0.14% 117
2025
Q1 		$839K Buy
34,620
+19,270
+126% +$450K 0.38% 59
2024
Q4 		$345K Buy
+15,350
New +$361K 0.15% 109
2024
Q2 		– Sell
-15,350
Closed -$338K – 68
2024
Q1 		$338K Buy
15,350
+1,395
+10% +$29.3K 0.12% 106
2023
Q4 		$285K Hold
13,955
– – 0.05% 108
2023
Q3 		$276K Hold
13,955
– – 0.11% 85
2023
Q2 		$281K Sell
13,955
-370
-3% -$7.45K 0.12% 63
2023
Q1 		$291K Hold
14,325
– – 0.11% 78
2022
Q4 		$299K Buy
14,325
+20
+0.1% +$409 0.14% 76
2022
Q3 		$261K Sell
14,305
-40
-0.3% -$808 0.12% 81
2022
Q2 		$288K Sell
14,345
-20
-0.1% -$422 0.11% 75
2022
Q1 		$307K Sell
14,365
-419,585
-97% -$8.71M 0.11% 78
2021
Q4 		$8.77M Buy
433,950
+411,705
+1,851% +$8.07M 3.01% 9
2021
Q3 		$418K Sell
22,245
-2,000
-8% -$38.7K 0.13% 55
2021
Q2 		$468K Buy
+24,245
New +$471K 0.15% 60
2020
Q1 		$347K Hold
24,245
– – 0.24% 35
2019
Q4 		$475K Buy
24,245
+3,930
+19% +$75K 0.29% 31
2019
Q3 		$382K Hold
20,315
– – 0.21% 33
2019
Q2 		$384K Buy
+20,315
New +$381K 0.22% 32

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wealthstar Advisors's HDV Position: Q4 2025 in Review

Wealthstar Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 15,350 shares — an estimated $376K sold.

Wealthstar Advisors first reported a position in HDV in Q2 2019 and held it in 20 quarters. The position peaked at $8.77M in Q4 2021. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • Wealthstar Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 15,350 iShares Core High Dividend ETF shares in Q4 2025, an estimated $376K.
  • Wealthstar Advisors first reported a position in iShares Core High Dividend ETF in Q2 2019 and held it in 20 quarters.
  • Wealthstar Advisors's iShares Core High Dividend ETF position peaked at $8.77M in Q4 2021.
  • 809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.