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 Q2	$377K	Buy	13,755 +85	+0.6%	+$2.31K	0.2%	74
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 $1.55T 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

Alpha Financial Partners's HDV Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.62% in Q2 2026, buying an estimated $2.31K and bringing the position to 13,755 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #74.

Alpha Financial Partners first reported a position in HDV in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.13M in Q4 2022. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Alpha Financial Partners held 13,755 shares of iShares Core High Dividend ETF worth $377K as of Q2 2026.
Alpha Financial Partners bought 85 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.31K.
iShares Core High Dividend ETF made up 0.2% of Alpha Financial Partners's portfolio in Q2 2026, its #74 holding.
Alpha Financial Partners first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 12 quarters since.
Alpha Financial Partners's iShares Core High Dividend ETF position peaked at $3.13M in Q4 2022.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.