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 Q2	$110K	Sell	3,865 -16,725	-81%	-$455K	0.01%	234
2026 Q1	$112K	Buy	20,590 +16,830	+448%	+$448K	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

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

Cornerstone Planning Group's HDV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core High Dividend ETF (HDV) stake by 81% in Q2 2026, selling an estimated $455K and leaving 3,865 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #234.

Cornerstone Planning Group first reported a position in HDV in Q4 2022 and has held it in 14 quarters since. The position peaked at $194K in Q4 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Cornerstone Planning Group held 3,865 shares of iShares Core High Dividend ETF worth $110K as of Q2 2026.
Cornerstone Planning Group sold 16,725 iShares Core High Dividend ETF shares in Q2 2026, an estimated $455K.
iShares Core High Dividend ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #234 holding.
Cornerstone Planning Group first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Core High Dividend ETF position peaked at $194K in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.