Westside Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Westside Investment Management’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	$50.2K	Sell	1,831 -104	-5%	-$2.83K	0.01%	586
2026 Q1	$52.5K	Hold	1,935	–	–	0.01%	548
2025 Q4	$47.1K	Sell	1,935 -40	-2%	-$973	0.01%	557
2025 Q3	$48.4K	Sell	1,975 -55	-3%	-$1.33K	0.01%	554
2025 Q2	$47.6K	Sell	2,030 -65	-3%	-$1.5K	0.01%	466
2025 Q1	$50.7K	Buy	2,095 +610	+41%	+$14.3K	0.01%	404
2024 Q4	$33.3K	Hold	1,485	–	–	0.01%	475
2024 Q3	$34.9K	Buy	1,485 +540	+57%	+$12.4K	0.01%	458
2024 Q2	$20.5K	Hold	945	–	–	﹤0.01%	542
2024 Q1	$20.8K	Sell	945 -1,250	-57%	-$26.3K	0.01%	511
2023 Q4	$44.8K	Hold	2,195	–	–	0.01%	378
2023 Q3	$43.4K	Hold	2,195	–	–	0.01%	367
2023 Q2	$44.2K	Buy	2,195 +195	+10%	+$3.92K	0.01%	370
2023 Q1	$40.7K	Hold	2,000	–	–	0.01%	382
2022 Q4	$41	Buy	2,000 +155	+8%	+$3.17K	﹤0.01%	434
2022 Q3	$33	Hold	1,845	–	–	﹤0.01%	448
2022 Q2	$37	Hold	1,845	–	–	﹤0.01%	437
2022 Q1	$39	Buy	1,845 +1,250	+210%	+$25.9K	﹤0.01%	442
2021 Q4	$12	Hold	595	–	–	﹤0.01%	569
2021 Q3	$11	Hold	595	–	–	﹤0.01%	564
2021 Q2	$11	Hold	595	–	–	﹤0.01%	559
2021 Q1	$11	Sell	595 -250	-30%	-$4.56K	﹤0.01%	539
2020 Q4	$14	Hold	845	–	–	﹤0.01%	466
2020 Q3	$13	Hold	845	–	–	﹤0.01%	469
2020 Q2	$13	Sell	845 -500	-37%	-$8.07K	﹤0.01%	451
2020 Q1	$19	Buy	+1,345	New	+$23.8K	﹤0.01%	398
2019 Q2	$44K	Buy	+2,325	New	+$43.6K	0.02%	315
2018 Q4	$39.1K	Buy	+2,315	New	+$41.2K	0.01%	318
2018 Q3	–	Sell	-1,305	Closed	-$22.1K	–	758
2018 Q2	$22.1K	Buy	1,305 +5	+0.4%	+$85	0.01%	392
2018 Q1	$21.6K	Buy	1,300 +10	+0.8%	+$177	0.01%	376
2017 Q4	$23.5K	Buy	1,290 +5	+0.4%	+$87	0.01%	380
2017 Q3	$22.3K	Buy	1,285 +5	+0.4%	+$84	0.01%	368
2017 Q2	$21.2K	Hold	1,280	–	–	0.01%	372
2017 Q1	$21.4K	Buy	+1,280	New	+$21.3K	0.01%	346

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

Westside Investment Management's HDV Position: Q2 2026 in Review

Westside Investment Management reduced its iShares Core High Dividend ETF (HDV) stake by 5.4% in Q2 2026, selling an estimated $2.83K and leaving 1,831 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #586.

Westside Investment Management first reported a position in HDV in Q1 2017 and has held it in 34 quarters since. The position peaked at $52.5K in Q1 2026. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Westside Investment Management held 1,831 shares of iShares Core High Dividend ETF worth $50.2K as of Q2 2026.
Westside Investment Management sold 104 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.83K.
iShares Core High Dividend ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #586 holding.
Westside Investment Management first reported a position in iShares Core High Dividend ETF in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's iShares Core High Dividend ETF position peaked at $52.5K in Q1 2026.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.