BJL
HDV

Brighton Jones LLC’s iShares Core High Dividend ETF HDV Stock Holding History

Brighton Jones LLC’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
Q1 		$403K Buy
+14,840
New +$395K 0.01% 788
2025
Q4 		– Sell
-14,445
Closed -$354K – 431
2025
Q3 		$354K Hold
14,445
– – 0.01% 751
2025
Q2 		$338K Sell
14,445
-800
-5% -$18.4K 0.01% 672
2025
Q1 		$369K Buy
15,245
+5
+0% +$117 0.01% 473
2024
Q4 		$342K Buy
+15,240
New +$358K 0.01% 480
2024
Q3 		– Sell
-14,430
Closed -$314K – 620
2024
Q2 		$314K Buy
+14,430
New +$314K 0.01% 468
2023
Q4 		– Sell
-10,965
Closed -$217K – 594
2023
Q3 		$217K Hold
10,965
– – 0.01% 481
2023
Q2 		$221K Buy
10,965
+55
+0.5% +$1.11K 0.01% 479
2023
Q1 		$222K Buy
+10,910
New +$224K 0.01% 448
2022
Q4 		– Sell
-12,385
Closed -$226K – 496
2022
Q3 		$226K Buy
+12,385
New +$250K 0.01% 391
2020
Q1 		– Sell
-14,415
Closed -$283K – 298
2019
Q4 		$283K Buy
14,415
+1,000
+7% +$19.1K 0.03% 256
2019
Q3 		$253K Hold
13,415
– – 0.03% 250
2019
Q2 		$254K Hold
13,415
– – 0.03% 250
2019
Q1 		$250K Sell
13,415
-8,375
-38% -$150K 0.03% 251
2018
Q4 		$368K Buy
21,790
+6,930
+47% +$123K 0.05% 175
2018
Q3 		$269K Hold
14,860
– – 0.03% 217
2018
Q2 		$253K Sell
14,860
-1,530
-9% -$26K 0.03% 253
2018
Q1 		$277K Buy
16,390
+2,150
+15% +$38K 0.04% 225
2017
Q4 		$257K Hold
14,240
– – 0.03% 240
2017
Q3 		$245K Buy
14,240
+170
+1% +$2.87K 0.03% 237
2017
Q2 		$234K Buy
+14,070
New +$236K 0.03% 231

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brighton Jones LLC's HDV Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 14,840 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in HDV as recently as Q3 2025.

Brighton Jones LLC first reported a position in HDV in Q2 2017 and has held it in 21 quarters since. 859 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Brighton Jones LLC held 14,840 shares of iShares Core High Dividend ETF worth $403K as of Q1 2026.
  • iShares Core High Dividend ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Core High Dividend ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #788 holding.
  • Brighton Jones LLC first reported a position in iShares Core High Dividend ETF in Q2 2017 and has held it in 21 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.