Convergence Financial’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Convergence Financial's HDV Position: Q2 2026 in Review
Convergence Financial reduced its iShares Core High Dividend ETF (HDV) stake by 96% in Q2 2026, selling an estimated $5.31M and leaving 8,715 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #250.
Convergence Financial first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53M in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Convergence Financial held 8,715 shares of iShares Core High Dividend ETF worth $239K as of Q2 2026.
- Convergence Financial sold 195,155 iShares Core High Dividend ETF shares in Q2 2026, an estimated $5.31M.
- iShares Core High Dividend ETF made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #250 holding.
- Convergence Financial first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- Convergence Financial's iShares Core High Dividend ETF position peaked at $5.53M in Q1 2026.
- 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.