AG
HDV

AmeriFlex Group’s iShares Core High Dividend ETF HDV Stock Holding History

AmeriFlex Group’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 		$419K Buy
15,289
+94
+0.6% +$2.56K 0.17% 120
2026
Q1 		$412K Sell
15,195
-320
-2% -$8.52K 0.21% 99
2025
Q4 		$377K Buy
15,515
+12,735
+458% +$310K 0.2% 107
2025
Q3 		$68.1K Buy
+2,780
New +$67.2K 0.03% 409
2025
Q2 		– Sell
-2,165
Closed -$52.4K – 1154
2025
Q1 		$52.4K Hold
2,165
– – 0.02% 454
2024
Q4 		$49.6K Buy
+2,165
New +$50.9K 0.02% 441

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

AmeriFlex Group's HDV Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Core High Dividend ETF (HDV) stake by 0.62% in Q2 2026, buying an estimated $2.56K and bringing the position to 15,289 shares worth $419K. The position accounts for 0.17% of the portfolio, ranked #120.

AmeriFlex Group first reported a position in HDV in Q4 2024 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • AmeriFlex Group held 15,289 shares of iShares Core High Dividend ETF worth $419K as of Q2 2026.
  • AmeriFlex Group bought 94 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Core High Dividend ETF made up 0.17% of AmeriFlex Group's portfolio in Q2 2026, its #120 holding.
  • AmeriFlex Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.