EIP
HDV

Essential Investment Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Essential Investment Partners’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 		$72K Hold
2,625
– – 0.06% 138
2026
Q1 		$71.3K Hold
2,625
– – 0.07% 126
2025
Q4 		$63.8K Buy
+2,625
New +$63.8K 0.06% 124

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Essential Investment Partners's HDV Position: Q2 2026 in Review

Essential Investment Partners held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 2,625 shares worth $72K. The position accounts for 0.06% of the portfolio, ranked #138.

Essential Investment Partners first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Essential Investment Partners held 2,625 shares of iShares Core High Dividend ETF worth $72K as of Q2 2026.
  • Essential Investment Partners left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.06% of Essential Investment Partners's portfolio in Q2 2026, its #138 holding.
  • Essential Investment Partners first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.