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 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%	-$2.81K	0.01%	109
2024 Q4	$13.7K	Buy	+610	New	+$14.3K	0.01%	225

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

Decker Retirement Planning's HDV Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares Core High Dividend ETF (HDV) stake by 12% in Q2 2026, buying an estimated $188K and bringing the position to 67,029 shares worth $1.84M. The position accounts for 0.63% of the portfolio, ranked #38.

Decker Retirement Planning first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Decker Retirement Planning held 67,029 shares of iShares Core High Dividend ETF worth $1.84M as of Q2 2026.
Decker Retirement Planning bought 6,929 iShares Core High Dividend ETF shares in Q2 2026, an estimated $188K.
iShares Core High Dividend ETF made up 0.63% of Decker Retirement Planning's portfolio in Q2 2026, its #38 holding.
Decker Retirement Planning first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.