First Manhattan’s iShares Core High Dividend ETF HDV Stock Holding History

First Manhattan’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	$786K	Sell	28,965 -250	-0.9%	-$6.66K	﹤0.01%	478
2025 Q4	$711K	Hold	29,215	–	–	﹤0.01%	492
2025 Q3	$715K	Sell	29,215 -625	-2%	-$15.1K	﹤0.01%	480
2025 Q2	$699K	Sell	29,840 -175	-0.6%	-$4.03K	﹤0.01%	477
2025 Q1	$727K	Hold	30,015	–	–	﹤0.01%	443
2024 Q4	$674K	Hold	30,015	–	–	﹤0.01%	449
2024 Q3	$706K	Sell	30,015 -260	-0.9%	-$5.95K	﹤0.01%	426
2024 Q2	$658K	Buy	30,275 +5,090	+20%	+$111K	﹤0.01%	420
2024 Q1	$555K	Hold	25,185	–	–	﹤0.01%	461
2023 Q4	$514K	Hold	25,185	–	–	﹤0.01%	471
2023 Q3	$498K	Hold	25,185	–	–	﹤0.01%	487
2023 Q2	$508K	Hold	25,185	–	–	﹤0.01%	483
2023 Q1	$512K	Hold	25,185	–	–	﹤0.01%	503
2022 Q4	$525K	Hold	25,185	–	–	﹤0.01%	508
2022 Q3	$459K	Hold	25,185	–	–	﹤0.01%	524
2022 Q2	$505K	Sell	25,185 -385	-2%	-$8.13K	﹤0.01%	540
2022 Q1	$546K	Hold	25,570	–	–	﹤0.01%	566
2021 Q4	$516K	Buy	25,570 +2,885	+13%	+$56.6K	﹤0.01%	563
2021 Q3	$427K	Hold	22,685	–	–	﹤0.01%	599
2021 Q2	$437K	Buy	22,685 +20,000	+745%	+$389K	﹤0.01%	581
2021 Q1	$50K	Sell	2,685 -3,065	-53%	-$55.9K	﹤0.01%	960
2020 Q4	$100K	Hold	5,750	–	–	﹤0.01%	789
2020 Q3	$92K	Buy	5,750 +3,065	+114%	+$51K	﹤0.01%	782
2020 Q2	$43K	Hold	2,685	–	–	﹤0.01%	896
2020 Q1	$38K	Buy	2,685 +1,215	+83%	+$21.5K	﹤0.01%	896
2019 Q4	$28K	Hold	1,470	–	–	﹤0.01%	985
2019 Q3	$27K	Hold	1,470	–	–	﹤0.01%	996
2019 Q2	$27K	Buy	1,470 +1,210	+465%	+$22.7K	﹤0.01%	1025
2019 Q1	$4K	Hold	260	–	–	﹤0.01%	1284
2018 Q4	$4K	Buy	+260	New	+$4.62K	﹤0.01%	1256

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Manhattan's HDV Position: Q1 2026 in Review

First Manhattan reduced its iShares Core High Dividend ETF (HDV) stake by 0.86% in Q1 2026, selling an estimated $6.66K and leaving 28,965 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

First Manhattan first reported a position in HDV in Q4 2018 and has held it in 30 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

First Manhattan held 28,965 shares of iShares Core High Dividend ETF worth $786K as of Q1 2026.
First Manhattan sold 250 iShares Core High Dividend ETF shares in Q1 2026, an estimated $6.66K.
iShares Core High Dividend ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #478 holding.
First Manhattan first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 30 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.