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 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	$9.96M	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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

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

Bouchey Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.44% in Q2 2026, selling an estimated $1.36K and leaving 11,325 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #135.

Bouchey Financial Group first reported a position in HDV in Q1 2019 and has held it in 8 quarters since. The position peaked at $26.8M in Q2 2019. 336 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Bouchey Financial Group held 11,325 shares of iShares Core High Dividend ETF worth $310K as of Q2 2026.
Bouchey Financial Group sold 50 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.36K.
iShares Core High Dividend ETF made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #135 holding.
Bouchey Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 8 quarters since.
Bouchey Financial Group's iShares Core High Dividend ETF position peaked at $26.8M in Q2 2019.
336 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.