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

Climber Capital’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 Q3	$862K	Hold	32,500	–	–	0.53%	37
2026 Q2	$889K	Hold	32,500	–	–	0.54%	34
2026 Q1	$882K	Hold	32,500	–	–	0.58%	37
2025 Q4	$790K	Buy	+32,500	New	+$790K	0.51%	34
2025 Q2	$757K	Hold	32,500	–	–	0.49%	35
2025 Q1	$649K	Hold	32,500	–	–	0.51%	34
2024 Q4	$729K	Buy	+32,500	New	+$764K	0.6%	29

Other funds holding HDV

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Climber Capital's HDV Position: Q3 2026 in Review

Climber Capital held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 32,500 shares worth $862K. The position accounts for 0.53% of the portfolio, ranked #37.

Climber Capital first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $889K in Q2 2026. 386 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Climber Capital held 32,500 shares of iShares Core High Dividend ETF worth $862K as of Q3 2026.
Climber Capital left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
iShares Core High Dividend ETF made up 0.53% of Climber Capital's portfolio in Q3 2026, its #37 holding.
Climber Capital first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares Core High Dividend ETF position peaked at $889K in Q2 2026.
386 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.