CSF
HDV

Capital Squared Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Capital Squared Financial’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 		$2.88M Buy
104,916
+10,191
+11% +$277K 1.88% 13
2026
Q1 		$2.57M Buy
94,725
+8,360
+10% +$223K 1.96% 14
2025
Q4 		$2.1M Buy
86,365
+2,630
+3% +$64K 1.64% 17
2025
Q3 		$2.05M Buy
83,735
+28,445
+51% +$687K 1.78% 15
2025
Q2 		$1.3M Buy
+55,290
New +$1.27M 1.51% 24

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Squared Financial's HDV Position: Q2 2026 in Review

Capital Squared Financial increased its iShares Core High Dividend ETF (HDV) stake by 11% in Q2 2026, buying an estimated $277K and bringing the position to 104,916 shares worth $2.88M. The position accounts for 1.88% of the portfolio, ranked #13.

Capital Squared Financial first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Capital Squared Financial held 104,916 shares of iShares Core High Dividend ETF worth $2.88M as of Q2 2026.
  • Capital Squared Financial bought 10,191 iShares Core High Dividend ETF shares in Q2 2026, an estimated $277K.
  • iShares Core High Dividend ETF made up 1.88% of Capital Squared Financial's portfolio in Q2 2026, its #13 holding.
  • Capital Squared Financial first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.