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

Financial Insights’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	$346K	Hold	12,635	–	–	0.09%	107
2026 Q1	$343K	Hold	12,635	–	–	0.11%	98
2025 Q4	$307K	Hold	12,635	–	–	0.1%	96
2025 Q3	$309K	Hold	12,635	–	–	0.1%	97
2025 Q2	$296K	Hold	12,635	–	–	0.11%	93
2025 Q1	$306K	Hold	12,635	–	–	0.12%	79
2024 Q4	$284K	Hold	12,635	–	–	0.11%	86
2024 Q3	$297K	Hold	12,635	–	–	0.09%	113
2024 Q2	$275K	Hold	12,635	–	–	0.08%	136
2024 Q1	$279K	Hold	12,635	–	–	0.08%	141
2023 Q4	$258K	Hold	12,635	–	–	0.08%	142
2023 Q3	$241K	Sell	12,635 -12,220	-49%	-$250K	0.09%	138
2023 Q2	$501K	Hold	24,855	–	–	0.18%	97
2023 Q1	$505K	Sell	24,855 -440	-2%	-$9.03K	0.21%	81
2022 Q4	$527K	Buy	25,295 +150	+0.6%	+$3.07K	0.25%	78
2022 Q3	$459K	Sell	25,145 -25	-0.1%	-$505	0.31%	68
2022 Q2	$506K	Buy	25,170 +315	+1%	+$6.65K	0.51%	42
2022 Q1	$531K	Hold	24,855	–	–	0.49%	41
2021 Q4	$502K	Hold	24,855	–	–	0.43%	43
2021 Q3	$469K	Hold	24,855	–	–	0.43%	44
2021 Q2	$480K	Hold	24,855	–	–	0.4%	43
2021 Q1	$472K	Sell	24,855 -2,645	-10%	-$48.3K	0.35%	46
2020 Q4	$482K	Sell	27,500 -3,855	-12%	-$65.3K	0.37%	42
2020 Q3	$505K	Buy	31,355 +31,285	+44,693%	+$521K	0.43%	39
2020 Q2	$518K	Sell	70 -34,735	-100%	-$561K	0.46%	36
2020 Q1	$498K	Sell	34,805 -2,575	-7%	-$45.5K	0.52%	33
2019 Q4	$733K	Hold	37,380	–	–	0.64%	27
2019 Q3	$704K	Hold	37,380	–	–	0.67%	26
2019 Q2	$688K	Sell	37,380 -695	-2%	-$13K	0.7%	26
2019 Q1	$726K	Buy	38,075 +740	+2%	+$13.3K	0.76%	24
2018 Q4	$660K	Buy	+37,335	New	+$664K	0.74%	24

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

Financial Insights's HDV Position: Q2 2026 in Review

Financial Insights held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 12,635 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #107.

Financial Insights first reported a position in HDV in Q4 2018 and has held it in 31 quarters since. The position peaked at $733K in Q4 2019. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Financial Insights held 12,635 shares of iShares Core High Dividend ETF worth $346K as of Q2 2026.
Financial Insights left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.09% of Financial Insights's portfolio in Q2 2026, its #107 holding.
Financial Insights first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Financial Insights's iShares Core High Dividend ETF position peaked at $733K in Q4 2019.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.