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	$8.76M	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 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 $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $8.76M in Q4 2021. 815 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 $8.76M in Q4 2021.
815 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.