CC
HDV

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
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

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Climber Capital's HDV Position: Q2 2026 in Review

Climber Capital held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 32,500 shares worth $889K. The position accounts for 0.54% of the portfolio, ranked #34.

Climber Capital first reported a position in HDV in Q4 2024 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Climber Capital held 32,500 shares of iShares Core High Dividend ETF worth $889K as of Q2 2026.
  • Climber Capital left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.54% of Climber Capital's portfolio in Q2 2026, its #34 holding.
  • Climber Capital first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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