Caitlin John’s iShares Core High Dividend ETF HDV Stock Holding History

Caitlin John’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	$47.3K	Hold	1,725	–	–	0.03%	370
2026 Q1	$46.8K	Hold	1,725	–	–	0.03%	318
2025 Q4	$42K	Hold	1,725	–	–	0.03%	337
2025 Q3	$42.2K	Buy	+1,725	New	+$41.7K	0.03%	290
2025 Q1	–	Sell	-1,725	Closed	-$38.7K	–	401
2024 Q4	$38.7K	Hold	1,725	–	–	0.03%	261
2024 Q3	$40.8K	Hold	1,725	–	–	0.03%	266
2024 Q2	$37.5K	Hold	1,725	–	–	0.03%	284
2024 Q1	$38K	Hold	1,725	–	–	0.03%	269
2023 Q4	$35.2K	Buy	+1,725	New	+$34K	0.03%	259

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Caitlin John's HDV Position: Q2 2026 in Review

Caitlin John held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 1,725 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #370.

Caitlin John first reported a position in HDV in Q4 2023 and has held it in 9 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Caitlin John held 1,725 shares of iShares Core High Dividend ETF worth $47.3K as of Q2 2026.
Caitlin John left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #370 holding.
Caitlin John first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 9 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.