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

Focus Financial Network’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 Q3	$705K	Buy	25,206 +8	+0%	+$230	0.02%	409
2026 Q2	$691K	Buy	25,198 +388	+2%	+$10.6K	0.02%	420
2026 Q1	$673K	Sell	24,810 -2,030	-8%	-$54K	0.02%	391
2025 Q4	$653K	Buy	26,840 +45	+0.2%	+$1.09K	0.02%	401
2025 Q3	$656K	Sell	26,795 -35	-0.1%	-$846	0.02%	393
2025 Q2	$629K	Sell	26,830 -205	-0.8%	-$4.72K	0.02%	382
2025 Q1	$655K	Sell	27,035 -10	-0%	-$234	0.03%	361
2024 Q4	$607K	Buy	27,045 +20	+0.1%	+$470	0.02%	376
2024 Q3	$636K	Buy	27,025 +25	+0.1%	+$572	0.03%	351
2024 Q2	$612K	Sell	27,000 -120	-0.4%	-$2.61K	0.03%	352
2024 Q1	$579K	Sell	27,120 -11,175	-29%	-$235K	0.03%	350
2023 Q4	$781K	Buy	38,295 +10,085	+36%	+$199K	0.03%	363
2023 Q3	$564K	Sell	28,210 -440	-2%	-$9K	0.03%	333
2023 Q2	$578K	Buy	28,650 +2,165	+8%	+$43.6K	0.03%	334
2023 Q1	$538K	Sell	26,485 -74,105	-74%	-$1.52M	0.03%	341
2022 Q4	$2.1M	Sell	100,590 -43,450	-30%	-$889K	0.17%	115
2022 Q3	$2.63M	Buy	144,040 +41,625	+41%	+$841K	0.23%	91
2022 Q2	$2.06M	Buy	102,415 +77,230	+307%	+$1.63M	0.17%	109
2022 Q1	$538K	Sell	25,185 -6,010	-19%	-$125K	0.04%	292
2021 Q4	$630K	Buy	31,195 +2,360	+8%	+$46.3K	0.09%	190
2021 Q3	$544K	Buy	28,835 +1,015	+4%	+$19.6K	0.07%	238
2021 Q2	$537K	Sell	27,820 -4,005	-13%	-$77.8K	0.07%	253
2021 Q1	$604K	Buy	31,825 +6,175	+24%	+$113K	0.07%	221
2020 Q4	$450K	Buy	25,650 +70	+0.3%	+$1.19K	0.04%	281
2020 Q3	$412K	Buy	25,580 +130	+0.5%	+$2.16K	0.04%	284
2020 Q2	$413K	Buy	25,450 +290	+1%	+$4.68K	0.05%	264
2020 Q1	$360K	Sell	25,160 -225	-0.9%	-$3.98K	0.05%	256
2019 Q4	$498K	Buy	25,385 +55	+0.2%	+$1.05K	0.06%	241
2019 Q3	$477K	Sell	25,330 -25	-0.1%	-$470	0.07%	232
2019 Q2	$479K	Buy	25,355 +3,170	+14%	+$59.5K	0.07%	222
2019 Q1	$414K	Buy	+22,185	New	+$398K	0.07%	229

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Focus Financial Network's HDV Position: Q3 2026 in Review

Focus Financial Network increased its iShares Core High Dividend ETF (HDV) stake by 0.03% in Q3 2026, buying an estimated $230 and bringing the position to 25,206 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #409.

Focus Financial Network first reported a position in HDV in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.63M in Q3 2022. 83 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Focus Financial Network held 25,206 shares of iShares Core High Dividend ETF worth $705K as of Q3 2026.
Focus Financial Network bought 8 iShares Core High Dividend ETF shares in Q3 2026, an estimated $230.
iShares Core High Dividend ETF made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #409 holding.
Focus Financial Network first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 31 quarters since.
Focus Financial Network's iShares Core High Dividend ETF position peaked at $2.63M in Q3 2022.
83 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.