AFG
HDV

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

Atomi Financial 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
Q1 		$647K Buy
23,825
+2,285
+11% +$60.8K 0.02% 610
2025
Q4 		$524K Buy
21,540
+870
+4% +$21.2K 0.02% 670
2025
Q3 		$506K Sell
20,670
-1,420
-6% -$34.3K 0.02% 645
2025
Q2 		$518K Buy
22,090
+625
+3% +$14.4K 0.02% 575
2025
Q1 		$520K Buy
21,465
+1,980
+10% +$46.3K 0.02% 520
2024
Q4 		$437K Sell
19,485
-25,805
-57% -$606K 0.02% 532
2024
Q3 		$1.07M Buy
45,290
+10,580
+30% +$242K 0.07% 235
2024
Q2 		$755K Buy
34,710
+10,000
+40% +$218K 0.06% 270
2024
Q1 		$545K Buy
24,710
+705
+3% +$14.8K 0.05% 322
2023
Q4 		$490K Sell
24,005
-145
-0.6% -$2.86K 0.07% 277
2023
Q3 		$478K Buy
24,150
+13,655
+130% +$279K 0.16% 162
2023
Q2 		$212K Sell
10,495
-245
-2% -$4.93K 0.1% 240
2023
Q1 		$218K Buy
+10,740
New +$220K 0.12% 196

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return