CFG
HDV

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

Cooper 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
Q3 		$2.06M Sell
73,725
-48
-0.1% -$1.38K 0.16% 101
2026
Q2 		$2.02M Sell
73,773
-287
-0.4% -$7.81K 0.17% 107
2026
Q1 		$2.01M Sell
74,060
-3,510
-5% -$93.4K 0.2% 95
2025
Q4 		$1.89M Sell
77,570
-11,985
-13% -$291K 0.2% 89
2025
Q3 		$2.19M Sell
89,555
-14,015
-14% -$339K 0.24% 69
2025
Q2 		$2.43M Sell
103,570
-18,715
-15% -$431K 0.29% 60
2025
Q1 		$2.96M Sell
122,285
-16,340
-12% -$382K 0.39% 53
2024
Q4 		$3.11M Sell
138,625
-430
-0.3% -$10.1K 0.37% 50
2024
Q3 		$3.27M Sell
139,055
-9,255
-6% -$212K 0.42% 44
2024
Q2 		$3.22M Buy
148,310
+7,910
+6% +$172K 0.47% 33
2024
Q1 		$3.09M Sell
140,400
-39,115
-22% -$822K 0.51% 32
2023
Q4 		$3.66M Sell
179,515
-29,950
-14% -$590K 0.67% 27
2023
Q3 		$4.14M Buy
209,465
+115,080
+122% +$2.35M 1% 20
2023
Q2 		$1.9M Buy
94,385
+57,925
+159% +$1.17M 0.47% 47
2023
Q1 		$741K Buy
36,460
+6,820
+23% +$140K 0.2% 124
2022
Q4 		$618K Sell
29,640
-2,860
-9% -$58.5K 0.19% 123
2022
Q3 		$593K Buy
32,500
+1,845
+6% +$37.3K 0.21% 112
2022
Q2 		$616K Buy
+30,655
New +$648K 0.22% 110

Other funds holding HDV

ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Cooper Financial Group's HDV Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.07% in Q3 2026, selling an estimated $1.38K and leaving 73,725 shares worth $2.06M. The position accounts for 0.16% of the portfolio, ranked #101.

Cooper Financial Group first reported a position in HDV in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.14M in Q3 2023. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Cooper Financial Group held 73,725 shares of iShares Core High Dividend ETF worth $2.06M as of Q3 2026.
  • Cooper Financial Group sold 48 iShares Core High Dividend ETF shares in Q3 2026, an estimated $1.38K.
  • iShares Core High Dividend ETF made up 0.16% of Cooper Financial Group's portfolio in Q3 2026, its #101 holding.
  • Cooper Financial Group first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's iShares Core High Dividend ETF position peaked at $4.14M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.