Dudley Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Dudley Capital Management’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	$947K	Buy	34,544 +6,239	+22%	+$170K	0.38%	64
2026 Q1	$768K	Hold	28,305	–	–	0.34%	66
2025 Q4	$688K	Hold	28,305	–	–	0.3%	69
2025 Q3	$693K	Sell	28,305 -875	-3%	-$21.1K	0.31%	72
2025 Q2	$684K	Buy	29,180 +8,700	+42%	+$200K	0.34%	68
2025 Q1	$496K	Buy	20,480 +9,820	+92%	+$230K	0.26%	74
2024 Q4	$239K	Buy	10,660 +1,250	+13%	+$29.4K	0.12%	110
2024 Q3	$221K	Buy	+9,410	New	+$215K	0.11%	111

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dudley Capital Management's HDV Position: Q2 2026 in Review

Dudley Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 22% in Q2 2026, buying an estimated $170K and bringing the position to 34,544 shares worth $947K. The position accounts for 0.38% of the portfolio, ranked #64.

Dudley Capital Management first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Dudley Capital Management held 34,544 shares of iShares Core High Dividend ETF worth $947K as of Q2 2026.
Dudley Capital Management bought 6,239 iShares Core High Dividend ETF shares in Q2 2026, an estimated $170K.
iShares Core High Dividend ETF made up 0.38% of Dudley Capital Management's portfolio in Q2 2026, its #64 holding.
Dudley Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.