WDC
HDV

Woodward Diversified Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Woodward Diversified Capital’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 		$210K Hold
7,675
– – 0.09% 171
2026
Q1 		$206K Buy
+7,675
New +$204K 0.09% 168
2025
Q2 		– Sell
-14,575
Closed -$353K – 177
2025
Q1 		$353K Hold
14,575
– – 0.25% 89
2024
Q4 		$327K Buy
14,575
+795
+6% +$18.7K 0.24% 87
2024
Q3 		$324K Hold
13,780
– – 0.21% 116
2024
Q2 		$300K Buy
+13,780
New +$300K 0.18% 123

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Woodward Diversified Capital's HDV Position: Q2 2026 in Review

Woodward Diversified Capital held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 7,675 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #171.

Woodward Diversified Capital first reported a position in HDV in Q2 2024 and has held it in 6 quarters since. The position peaked at $353K in Q1 2025. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Woodward Diversified Capital held 7,675 shares of iShares Core High Dividend ETF worth $210K as of Q2 2026.
  • Woodward Diversified Capital left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.09% of Woodward Diversified Capital's portfolio in Q2 2026, its #171 holding.
  • Woodward Diversified Capital first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 6 quarters since.
  • Woodward Diversified Capital's iShares Core High Dividend ETF position peaked at $353K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.