Alpha Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Alpha Financial Partners’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 Q1	$371K	Buy	13,670 +80	+0.6%	+$2.13K	0.22%	66
2025 Q4	$331K	Buy	+13,590	New	+$330K	0.2%	64
2025 Q2	–	Sell	-21,635	Closed	-$524K	–	94
2025 Q1	$524K	Sell	21,635 -4,785	-18%	-$112K	0.42%	36
2024 Q4	$593K	Buy	+26,420	New	+$621K	0.47%	33
2024 Q3	–	Sell	-12,925	Closed	-$281K	–	123
2024 Q2	$281K	Sell	12,925 -33,605	-72%	-$732K	0.24%	48
2024 Q1	$1.03M	Sell	46,530 -10,555	-18%	-$222K	0.93%	15
2023 Q4	$1.16M	Sell	57,085 -9,460	-14%	-$186K	1.15%	13
2023 Q3	$1.32M	Sell	66,545 -22,420	-25%	-$459K	1.53%	14
2023 Q2	$1.79M	Sell	88,965 -57,075	-39%	-$1.15M	1.91%	11
2023 Q1	$2.97M	Sell	146,040 -3,975	-3%	-$81.6K	3.34%	8
2022 Q4	$3.13M	Buy	+150,015	New	+$3.07M	3.79%	7

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Alpha Financial Partners's HDV Position: Q1 2026 in Review

Alpha Financial Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.59% in Q1 2026, buying an estimated $2.13K and bringing the position to 13,670 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #66.

Alpha Financial Partners first reported a position in HDV in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.13M in Q4 2022. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Alpha Financial Partners held 13,670 shares of iShares Core High Dividend ETF worth $371K as of Q1 2026.
Alpha Financial Partners bought 80 iShares Core High Dividend ETF shares in Q1 2026, an estimated $2.13K.
iShares Core High Dividend ETF made up 0.22% of Alpha Financial Partners's portfolio in Q1 2026, its #66 holding.
Alpha Financial Partners first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 11 quarters since.
Alpha Financial Partners's iShares Core High Dividend ETF position peaked at $3.13M in Q4 2022.
857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.