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
Q2 		$644K Sell
23,512
-313
-1% -$8.51K 0.02% 658
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 $1.55T 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

Atomi Financial Group's HDV Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 1.3% in Q2 2026, selling an estimated $8.51K and leaving 23,512 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #658.

Atomi Financial Group first reported a position in HDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2024. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Atomi Financial Group held 23,512 shares of iShares Core High Dividend ETF worth $644K as of Q2 2026.
  • Atomi Financial Group sold 313 iShares Core High Dividend ETF shares in Q2 2026, an estimated $8.51K.
  • iShares Core High Dividend ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #658 holding.
  • Atomi Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's iShares Core High Dividend ETF position peaked at $1.07M in Q3 2024.
  • 887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.