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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.02M Buy
219,625
+1,735
+0.8% +$47.2K 1.39% 21
2026
Q1
$5.92M Buy
217,890
+30,900
+17% +$823K 1.34% 22
2025
Q4
$4.57M Buy
+186,990
New +$4.55M 1.06% 28
2024
Q4
$693K Buy
+30,870
New +$725K 0.26% 88

Other funds holding HDV

Cornerstone Planning's HDV Position: Q2 2026 in Review

Cornerstone Planning increased its iShares Core High Dividend ETF (HDV) stake by 0.8% in Q2 2026, buying an estimated $47.2K and bringing the position to 219,625 shares worth $6.02M. The position accounts for 1.39% of the portfolio, ranked #21.

Cornerstone Planning first reported a position in HDV in Q4 2024 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cornerstone Planning held 219,625 shares of iShares Core High Dividend ETF worth $6.02M as of Q2 2026.
  • Cornerstone Planning bought 1,735 iShares Core High Dividend ETF shares in Q2 2026, an estimated $47.2K.
  • iShares Core High Dividend ETF made up 1.39% of Cornerstone Planning's portfolio in Q2 2026, its #21 holding.
  • Cornerstone Planning first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.