Action Point Financial Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Action Point Financial Planning’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	$257K	Buy	+9,373	New	+$255K	0.03%	387

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

Action Point Financial Planning's HDV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 9,373 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #387 among its holdings.

878 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Action Point Financial Planning held 9,373 shares of iShares Core High Dividend ETF worth $257K as of Q2 2026.
iShares Core High Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core High Dividend ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #387 holding.
878 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.