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

Becker 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 Q2	$369K	Sell	13,445 -1,485	-10%	-$40.4K	0.01%	249
2026 Q1	$405K	Sell	14,930 -1,750	-10%	-$46.6K	0.01%	235
2025 Q4	$406K	Sell	16,680 -1,375	-8%	-$33.4K	0.01%	242
2025 Q3	$442K	Buy	+18,055	New	+$436K	0.01%	232

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

Becker Capital Management's HDV Position: Q2 2026 in Review

Becker Capital Management reduced its iShares Core High Dividend ETF (HDV) stake by 9.9% in Q2 2026, selling an estimated $40.4K and leaving 13,445 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #249.

Becker Capital Management first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Becker Capital Management held 13,445 shares of iShares Core High Dividend ETF worth $369K as of Q2 2026.
Becker Capital Management sold 1,485 iShares Core High Dividend ETF shares in Q2 2026, an estimated $40.4K.
iShares Core High Dividend ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #249 holding.
Becker Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Becker Capital Management's iShares Core High Dividend ETF position peaked at $442K in Q3 2025.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.