AlphaStar Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

AlphaStar Capital 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 Q3	$465K	Buy	16,618 +1,134	+7%	+$32.6K	0.03%	175
2026 Q2	$424K	Buy	15,484 +84	+0.5%	+$2.28K	0.03%	193
2026 Q1	$418K	Buy	15,400 +35	+0.2%	+$932	0.03%	161
2025 Q4	$374K	Sell	15,365 -905	-6%	-$22K	0.03%	185
2025 Q3	$398K	Hold	16,270	–	–	0.03%	141
2025 Q2	$381K	Buy	16,270 +1,865	+13%	+$43K	0.03%	261
2025 Q1	$349K	Hold	14,405	–	–	0.04%	146
2024 Q4	$323K	Hold	14,405	–	–	0.03%	161
2024 Q3	$339K	Buy	+14,405	New	+$330K	0.03%	288

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AlphaStar Capital Management's HDV Position: Q3 2026 in Review

AlphaStar Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 7.3% in Q3 2026, buying an estimated $32.6K and bringing the position to 16,618 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #175.

AlphaStar Capital Management first reported a position in HDV in Q3 2024 and has held it in 9 quarters since. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

AlphaStar Capital Management held 16,618 shares of iShares Core High Dividend ETF worth $465K as of Q3 2026.
AlphaStar Capital Management bought 1,134 iShares Core High Dividend ETF shares in Q3 2026, an estimated $32.6K.
iShares Core High Dividend ETF made up 0.03% of AlphaStar Capital Management's portfolio in Q3 2026, its #175 holding.
AlphaStar Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 9 quarters since.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.