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

Bouchey 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 Q3	$359K	Buy	12,852 +1,527	+13%	+$44K	0.02%	138
2026 Q2	$310K	Sell	11,325 -50	-0.4%	-$1.36K	0.02%	135
2026 Q1	$308K	Hold	11,375	–	–	0.02%	128
2025 Q4	$277K	Buy	+11,375	New	+$277K	0.02%	130
2020 Q2	–	Sell	-18,445	Closed	-$264K	–	68
2020 Q1	$264K	Sell	18,445 -489,600	-96%	-$8.65M	0.07%	51
2019 Q4	$10M	Sell	508,045 -907,050	-64%	-$17.3M	2.28%	15
2019 Q3	$26.6M	Sell	1,415,095 -2,780	-0.2%	-$52.2K	6.37%	4
2019 Q2	$26.8M	Buy	1,417,875 +56,445	+4%	+$1.06M	6.54%	3
2019 Q1	$25.4M	Buy	+1,361,430	New	+$24.4M	6.35%	5

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Bouchey Financial Group's HDV Position: Q3 2026 in Review

Bouchey Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 13% in Q3 2026, buying an estimated $44K and bringing the position to 12,852 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #138.

Bouchey Financial Group first reported a position in HDV in Q1 2019 and has held it in 9 quarters since. The position peaked at $26.8M in Q2 2019. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Bouchey Financial Group held 12,852 shares of iShares Core High Dividend ETF worth $359K as of Q3 2026.
Bouchey Financial Group bought 1,527 iShares Core High Dividend ETF shares in Q3 2026, an estimated $44K.
iShares Core High Dividend ETF made up 0.02% of Bouchey Financial Group's portfolio in Q3 2026, its #138 holding.
Bouchey Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 9 quarters since.
Bouchey Financial Group's iShares Core High Dividend ETF position peaked at $26.8M in Q2 2019.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Bouchey Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.