Financial Connections Group’s iShares Core High Dividend ETF HDV Stock Holding History

Financial Connections Group’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 Q1	$97K	Hold	3,575	–	–	0.03%	89
2025 Q4	$86K	Hold	3,575	–	–	0.03%	90
2025 Q3	$87K	Buy	3,575 +1,100	+44%	+$26.6K	0.03%	91
2025 Q2	$57K	Hold	2,475	–	–	0.02%	98
2025 Q1	$59K	Hold	2,475	–	–	0.03%	94
2024 Q4	$55K	Sell	2,475 -65	-3%	-$1.53K	0.03%	89
2024 Q3	$59K	Hold	2,540	–	–	0.03%	87
2024 Q2	$55K	Hold	2,540	–	–	0.03%	95
2024 Q1	$56K	Hold	2,540	–	–	0.06%	55
2023 Q4	$51K	Hold	2,540	–	–	0.03%	106
2023 Q3	$50K	Hold	2,540	–	–	0.06%	66
2023 Q2	$51K	Hold	2,540	–	–	0.03%	110
2023 Q1	$51K	Hold	2,540	–	–	0.04%	88
2022 Q4	$52K	Hold	2,540	–	–	0.04%	87
2022 Q3	$46K	Buy	2,540 +1,000	+65%	+$20.2K	0.04%	79
2022 Q2	$30K	Hold	1,540	–	–	0.03%	121
2022 Q1	$32K	Hold	1,540	–	–	0.03%	123
2021 Q4	$31K	Buy	+1,540	New	+$30.2K	0.03%	130

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Financial Connections Group's HDV Position: Q1 2026 in Review

Financial Connections Group held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 3,575 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #89.

Financial Connections Group first reported a position in HDV in Q4 2021 and has held it in 18 quarters since. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Financial Connections Group held 3,575 shares of iShares Core High Dividend ETF worth $97K as of Q1 2026.
Financial Connections Group left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #89 holding.
Financial Connections Group first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 18 quarters since.
863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.