Decker Retirement Planning
HDV icon

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

Decker Retirement Planning’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 		$1.86M Sell
66,449
-580
-0.9% -$16.7K 0.62% 37
2026
Q2 		$1.84M Buy
67,029
+6,929
+12% +$188K 0.63% 38
2026
Q1 		$1.63M Buy
60,100
+4,065
+7% +$108K 0.74% 32
2025
Q4 		$1.36M Buy
56,035
+3,610
+7% +$87.8K 0.68% 40
2025
Q3 		$1.28M Sell
52,425
-3,555
-6% -$85.9K 0.71% 38
2025
Q2 		$1.31M Buy
55,980
+55,490
+11,324% +$1.28M 0.76% 30
2025
Q1 		$11.9K Sell
490
-120
-20% -$2.8K 0.01% 109
2024
Q4 		$13.7K Buy
+610
New +$14.3K 0.01% 225

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

Decker Retirement Planning's HDV Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares Core High Dividend ETF (HDV) stake by 0.87% in Q3 2026, selling an estimated $16.7K and leaving 66,449 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #37.

Decker Retirement Planning first reported a position in HDV in Q4 2024 and has held it in 8 quarters since. 354 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Decker Retirement Planning held 66,449 shares of iShares Core High Dividend ETF worth $1.86M as of Q3 2026.
  • Decker Retirement Planning sold 580 iShares Core High Dividend ETF shares in Q3 2026, an estimated $16.7K.
  • iShares Core High Dividend ETF made up 0.62% of Decker Retirement Planning's portfolio in Q3 2026, its #37 holding.
  • Decker Retirement Planning first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 8 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.