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
Q2 		$407K Buy
14,859
+19
+0.1% +$517 0.01% 895
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brighton Jones LLC's HDV Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Core High Dividend ETF (HDV) stake by 0.13% in Q2 2026, buying an estimated $517 and bringing the position to 14,859 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #895.

Brighton Jones LLC first reported a position in HDV in Q2 2017 and has held it in 22 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Brighton Jones LLC held 14,859 shares of iShares Core High Dividend ETF worth $407K as of Q2 2026.
  • Brighton Jones LLC bought 19 iShares Core High Dividend ETF shares in Q2 2026, an estimated $517.
  • iShares Core High Dividend ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #895 holding.
  • Brighton Jones LLC first reported a position in iShares Core High Dividend ETF in Q2 2017 and has held it in 22 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.