Cascade Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Cascade Financial Partners’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	$244K	Hold	8,900	–	–	0.02%	251
2026 Q1	$242K	Hold	8,900	–	–	0.02%	234
2025 Q4	$216K	Hold	8,900	–	–	0.02%	249
2025 Q3	$218K	Hold	8,900	–	–	0.03%	249
2025 Q2	$209K	Hold	8,900	–	–	0.03%	250
2025 Q1	$216K	Sell	8,900 -2,500	-22%	-$58.4K	0.03%	230
2024 Q4	$256K	Hold	11,400	–	–	0.03%	212
2024 Q3	$271K	Hold	11,400	–	–	0.03%	198
2024 Q2	$248K	Hold	11,400	–	–	0.03%	198
2024 Q1	$244K	Buy	+11,400	New	+$240K	0.04%	198

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

Cascade Financial Partners's HDV Position: Q2 2026 in Review

Cascade Financial Partners held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 8,900 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #251.

Cascade Financial Partners first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $271K in Q3 2024. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Cascade Financial Partners held 8,900 shares of iShares Core High Dividend ETF worth $244K as of Q2 2026.
Cascade Financial Partners left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #251 holding.
Cascade Financial Partners first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Core High Dividend ETF position peaked at $271K in Q3 2024.
887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.