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 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

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

Focus Financial Network's HDV Position: Q2 2026 in Review

Focus Financial Network increased its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 25,198 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #420.

Focus Financial Network first reported a position in HDV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.63M in Q3 2022. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Focus Financial Network held 25,198 shares of iShares Core High Dividend ETF worth $691K as of Q2 2026.
Focus Financial Network bought 388 iShares Core High Dividend ETF shares in Q2 2026, an estimated $10.6K.
iShares Core High Dividend ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #420 holding.
Focus Financial Network first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's iShares Core High Dividend ETF position peaked at $2.63M in Q3 2022.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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