AIM
HDV

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

Acropolis 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 		$195K Hold
7,125
– – 0.01% 292
2026
Q1 		$193K Buy
+7,125
New +$190K 0.01% 292
2025
Q2 		– Sell
-7,125
Closed -$173K – 266
2025
Q1 		$173K Hold
7,125
– – 0.01% 242
2024
Q4 		$160K Hold
7,125
– – 0.01% 256
2024
Q3 		$168K Buy
+7,125
New +$163K 0.01% 240

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Acropolis Investment Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 7,125 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #292.

Acropolis Investment Management first reported a position in HDV in Q3 2024 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Acropolis Investment Management held 7,125 shares of iShares Core High Dividend ETF worth $195K as of Q2 2026.
  • Acropolis Investment Management left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #292 holding.
  • Acropolis Investment Management first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 5 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.