CCM
HDV

CFO Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

CFO Capital Management’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
Q1 		$1.39M Buy
51,425
+1,685
+3% +$44.9K 1.15% 22
2025
Q4 		$1.21M Buy
+49,740
New +$1.21M 0.91% 30

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CFO Capital Management's HDV Position: Q1 2026 in Review

CFO Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 3.4% in Q1 2026, buying an estimated $44.9K and bringing the position to 51,425 shares worth $1.39M. The position accounts for 1.15% of the portfolio, ranked #22.

CFO Capital Management first reported a position in HDV in Q4 2025 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • CFO Capital Management held 51,425 shares of iShares Core High Dividend ETF worth $1.39M as of Q1 2026.
  • CFO Capital Management bought 1,685 iShares Core High Dividend ETF shares in Q1 2026, an estimated $44.9K.
  • iShares Core High Dividend ETF made up 1.15% of CFO Capital Management's portfolio in Q1 2026, its #22 holding.
  • CFO Capital Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.