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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.73K Buy
319
+4
+1% +$109 0.01% 289
2026
Q1
$8.61K Hold
315
0.01% 284
2025
Q4
$7.66K Buy
+315
New +$7.66K 0.01% 291

Other funds holding HDV

Birchwood Financial Partners's HDV Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares Core High Dividend ETF (HDV) stake by 1.3% in Q2 2026, buying an estimated $109 and bringing the position to 319 shares worth $8.73K. The position accounts for 0.01% of the portfolio, ranked #289.

Birchwood Financial Partners first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Birchwood Financial Partners held 319 shares of iShares Core High Dividend ETF worth $8.73K as of Q2 2026.
  • Birchwood Financial Partners bought 4 iShares Core High Dividend ETF shares in Q2 2026, an estimated $109.
  • iShares Core High Dividend ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #289 holding.
  • Birchwood Financial Partners first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.