BC
HDV

Burnham & Co’s iShares Core High Dividend ETF HDV Stock Holding History

Burnham & Co’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 		$12.2K Buy
+446
New +$12.1K 0.01% 170

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 22.96% 1-Year Est. Return

Burnham & Co's HDV Position: Q2 2026 in Review

Burnham & Co opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 446 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

869 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Burnham & Co held 446 shares of iShares Core High Dividend ETF worth $12.2K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Burnham & Co position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.01% of Burnham & Co's portfolio in Q2 2026, its #170 holding.
  • 869 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.