Columbia River Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Columbia River Financial Group’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	$17.3M	Sell	632,009 -3,681	-0.6%	-$100K	9.3%	1
2026 Q1	$17.3M	Buy	635,690 +18,895	+3%	+$503K	10.02%	1
2025 Q4	$15M	Buy	616,795 +24,825	+4%	+$604K	9.21%	1
2025 Q3	$14.2M	Buy	591,970 +14,315	+2%	+$346K	8.75%	2
2025 Q2	$13.8M	Buy	577,655 +33,940	+6%	+$782K	8.9%	2
2025 Q1	$13.2M	Buy	543,715 +17,440	+3%	+$408K	8.8%	1
2024 Q4	$11.8M	Buy	+526,275	New	+$12.4M	8.12%	3

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

Columbia River Financial Group's HDV Position: Q2 2026 in Review

Columbia River Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.58% in Q2 2026, selling an estimated $100K and leaving 632,009 shares worth $17.3M. The position accounts for 9.3% of the portfolio, ranked #1.

Columbia River Financial Group first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Columbia River Financial Group held 632,009 shares of iShares Core High Dividend ETF worth $17.3M as of Q2 2026.
Columbia River Financial Group sold 3,681 iShares Core High Dividend ETF shares in Q2 2026, an estimated $100K.
iShares Core High Dividend ETF made up 9.3% of Columbia River Financial Group's portfolio in Q2 2026, its #1 holding.
Columbia River Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.