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

Apollon Financial’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	$951K	Buy	34,700 +650	+2%	+$17.7K	0.11%	147
2026 Q1	$924K	Hold	34,050	–	–	0.13%	134
2025 Q4	$828K	Sell	34,050 -250	-0.7%	-$6.08K	0.12%	134
2025 Q3	$840K	Sell	34,300 -2,050	-6%	-$49.5K	0.14%	118
2025 Q2	$852K	Sell	36,350 -200	-0.5%	-$4.61K	0.18%	111
2025 Q1	$885K	Sell	36,550 -2,500	-6%	-$58.4K	0.21%	98
2024 Q4	$877K	Sell	39,050 -400	-1%	-$9.4K	0.22%	89
2024 Q3	$928K	Sell	39,450 -1,000	-2%	-$22.9K	0.27%	73
2024 Q2	$879K	Sell	40,450 -1,250	-3%	-$27.2K	0.28%	64
2024 Q1	$919K	Sell	41,700 -620	-1%	-$13K	0.32%	62
2023 Q4	$863K	Buy	+42,320	New	+$834K	0.34%	60

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

Apollon Financial's HDV Position: Q2 2026 in Review

Apollon Financial increased its iShares Core High Dividend ETF (HDV) stake by 1.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 34,700 shares worth $951K. The position accounts for 0.11% of the portfolio, ranked #147.

Apollon Financial first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Apollon Financial held 34,700 shares of iShares Core High Dividend ETF worth $951K as of Q2 2026.
Apollon Financial bought 650 iShares Core High Dividend ETF shares in Q2 2026, an estimated $17.7K.
iShares Core High Dividend ETF made up 0.11% of Apollon Financial's portfolio in Q2 2026, its #147 holding.
Apollon Financial first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.