FMP
HDV

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

Financial Management Professionals’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 		$34.3K Hold
1,250
– – ﹤0.01% 338
2026
Q1 		$33.9K Hold
1,250
– – ﹤0.01% 305
2025
Q4 		$30.4K Hold
1,250
– – ﹤0.01% 317
2025
Q3 		$30.6K Sell
1,250
-95
-7% -$2.3K ﹤0.01% 310
2025
Q2 		$31.5K Hold
1,345
– – ﹤0.01% 330
2025
Q1 		$32.6K Hold
1,345
– – ﹤0.01% 323
2024
Q4 		$30.2K Sell
1,345
-200
-13% -$4.7K ﹤0.01% 337
2024
Q3 		$36K Hold
1,545
– – ﹤0.01% 312
2024
Q2 		$34K Hold
1,545
– – ﹤0.01% 313
2024
Q1 		$34K Buy
1,545
+295
+24% +$6.2K 0.01% 335
2023
Q4 		$25K Buy
+1,250
New +$24.6K ﹤0.01% 362
2023
Q3 		– Sell
-4,880
Closed -$98K – 947
2023
Q2 		$98K Sell
4,880
-110
-2% -$2.21K 0.02% 189
2023
Q1 		$101K Sell
4,990
-93,655
-95% -$1.92M 0.02% 201
2022
Q4 		$2.06M Sell
98,645
-45,025
-31% -$921K 0.42% 34
2022
Q3 		$2.62M Buy
143,670
+145
+0.1% +$2.93K 0.6% 30
2022
Q2 		$2.88M Buy
143,525
+98,965
+222% +$2.09M 0.7% 31
2022
Q1 		$953K Buy
+44,560
New +$925K 0.21% 46
2019
Q2 		– Sell
-192,790
Closed -$3.6M – 322
2019
Q1 		$3.6M Buy
+192,790
New +$3.46M 1.45% 17
2016
Q3 		– Sell
-69,145
Closed -$1.14M – 351
2016
Q2 		$1.14M Sell
69,145
-8,080
-10% -$129K 0.6% 22
2016
Q1 		$1.21M Buy
+77,225
New +$1.15M 0.62% 25

Other funds holding HDV

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM

Financial Management Professionals's HDV Position: Q2 2026 in Review

Financial Management Professionals held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 1,250 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Financial Management Professionals first reported a position in HDV in Q1 2016 and has held it in 20 quarters since. The position peaked at $3.6M in Q1 2019. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Financial Management Professionals held 1,250 shares of iShares Core High Dividend ETF worth $34.3K as of Q2 2026.
  • Financial Management Professionals left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #338 holding.
  • Financial Management Professionals first reported a position in iShares Core High Dividend ETF in Q1 2016 and has held it in 20 quarters since.
  • Financial Management Professionals's iShares Core High Dividend ETF position peaked at $3.6M in Q1 2019.
  • 155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.