Cornerstone Planning Group
HDV icon

Cornerstone Planning Group’s iShares Core High Dividend ETF HDV Stock Holding History

Cornerstone Planning 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 		– Sell
-3,865
Closed -$110K – 818
2026
Q2 		$110K Sell
3,865
-253
-6% -$6.88K 0.01% 234
2026
Q1 		$112K Buy
4,118
+358
+10% +$9.5K 0.02% 230
2025
Q4 		$98K Buy
3,760
+35
+0.9% +$851 0.02% 217
2025
Q3 		$89.1K Buy
3,725
+25
+0.7% +$604 0.01% 223
2025
Q2 		$88.2K Sell
3,700
-95
-3% -$2.19K 0.02% 156
2025
Q1 		$86.1K Buy
3,795
+1,925
+103% +$45K 0.02% 161
2024
Q4 		$43.3K Sell
1,870
-155
-8% -$3.64K 0.01% 202
2024
Q3 		$47.4K Buy
2,025
+10
+0.5% +$229 0.01% 198
2024
Q2 		$45.1K Sell
2,015
-465
-19% -$10.1K 0.01% 213
2024
Q1 		$53.7K Sell
2,480
-95
-4% -$2K 0.02% 165
2023
Q4 		$52.5K Sell
2,575
-665
-21% -$13.1K 0.02% 179
2023
Q3 		$64.1K Sell
3,240
-350
-10% -$7.16K 0.02% 150
2023
Q2 		$72.4K Buy
+3,590
New +$72.3K 0.03% 177
2022
Q4 		$194K Buy
+9,355
New +$191K 0.08% 100

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Cornerstone Planning Group's HDV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Core High Dividend ETF (HDV) in Q3 2026, closing a stake of 3,865 shares — an estimated $110K sold.

Cornerstone Planning Group first reported a position in HDV in Q4 2022 and held it in 14 quarters. The position peaked at $194K in Q4 2022. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Core High Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,865 iShares Core High Dividend ETF shares in Q3 2026, an estimated $110K.
  • Cornerstone Planning Group first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares Core High Dividend ETF position peaked at $194K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.