CFCI
HDV

Comprehensive Financial Consultants Institutional’s iShares Core High Dividend ETF HDV Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$210K Sell
7,665
-1,420
-16% -$38.6K 0.06% 200
2026
Q1 		$247K Sell
9,085
-2,075
-19% -$55.2K 0.07% 178
2025
Q4 		$271K Hold
11,160
– – 0.08% 169
2025
Q3 		$273K Sell
11,160
-500
-4% -$12.1K 0.08% 165
2025
Q2 		$273K Sell
11,660
-12,200
-51% -$281K 0.09% 162
2025
Q1 		$578K Sell
23,860
-20,670
-46% -$483K 0.21% 115
2024
Q4 		$1,000K Sell
44,530
-415
-0.9% -$9.75K 0.36% 89
2024
Q3 		$1.06M Sell
44,945
-1,975
-4% -$45.2K 0.39% 88
2024
Q2 		$1.02M Hold
46,920
– – 0.4% 86
2024
Q1 		$1.03M Hold
46,920
– – 0.43% 81
2023
Q4 		$957K Sell
46,920
-655
-1% -$12.9K 0.45% 83
2023
Q3 		$941K Sell
47,575
-405
-0.8% -$8.29K 0.49% 79
2023
Q2 		$957K Sell
47,980
-120
-0.2% -$2.42K 0.51% 76
2023
Q1 		$978K Sell
48,100
-690
-1% -$14.2K 0.55% 70
2022
Q4 		$1.04M Hold
48,790
– – 0.63% 59
2022
Q3 		$938K Sell
48,790
-5,160
-10% -$104K 0.62% 57
2022
Q2 		$1.08M Sell
53,950
-175
-0.3% -$3.7K 0.77% 44
2022
Q1 		$1.15M Sell
54,125
-2,020
-4% -$41.9K 0.8% 39
2021
Q4 		$1.16M Buy
+56,145
New +$1.1M 0.75% 38

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's HDV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Core High Dividend ETF (HDV) stake by 16% in Q2 2026, selling an estimated $38.6K and leaving 7,665 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #200.

Comprehensive Financial Consultants Institutional first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2021. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 7,665 shares of iShares Core High Dividend ETF worth $210K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 1,420 iShares Core High Dividend ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Core High Dividend ETF made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #200 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's iShares Core High Dividend ETF position peaked at $1.16M in Q4 2021.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.