FFA
HDV

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

Founders Financial Alliance’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 		$65.2K Sell
2,377
-343
-13% -$9.33K 0.01% 538
2026
Q1 		$73.9K Buy
2,720
+2,370
+677% +$63.1K 0.01% 481
2025
Q4 		$8.51K Sell
350
-3,565
-91% -$86.7K ﹤0.01% 518
2025
Q3 		$95.9K Buy
3,915
+3,275
+512% +$79.1K 0.02% 440
2025
Q2 		$15K Sell
640
-3,250
-84% -$74.9K ﹤0.01% 442
2025
Q1 		$94.2K Buy
3,890
+15
+0.4% +$351 0.02% 388
2024
Q4 		$87K Buy
3,875
+15
+0.4% +$352 0.02% 336
2024
Q3 		$90.8K Buy
3,860
+15
+0.4% +$343 0.03% 342
2024
Q2 		$83.6K Buy
3,845
+15
+0.4% +$327 0.02% 337
2024
Q1 		$84.4K Buy
3,830
+655
+21% +$13.8K 0.03% 343
2023
Q4 		$64.8K Buy
3,175
+30
+1% +$591 0.03% 320
2023
Q3 		$62.2K Sell
3,145
-1,435
-31% -$29.4K 0.03% 303
2023
Q2 		$92.3K Buy
4,580
+15
+0.3% +$302 0.04% 301
2023
Q1 		$94.2K Buy
4,565
+15
+0.3% +$308 0.05% 260
2022
Q4 		$94.9K Buy
4,550
+45
+1% +$921 0.04% 270
2022
Q3 		$82K Buy
4,505
+1,215
+37% +$24.6K 0.04% 271
2022
Q2 		$66K Sell
3,290
-5,415
-62% -$114K 0.03% 304
2022
Q1 		$186K Sell
8,705
-475
-5% -$9.86K 0.08% 217
2021
Q4 		$185K Sell
9,180
-60
-0.6% -$1.18K 0.07% 251
2021
Q3 		$174K Hold
9,240
– – 0.08% 232
2021
Q2 		$178K Buy
9,240
+75
+0.8% +$1.46K 0.08% 245
2021
Q1 		$176K Sell
9,165
-70
-0.8% -$1.28K 0.09% 231
2020
Q4 		$162K Buy
9,235
+45
+0.5% +$762 0.09% 210
2020
Q3 		$148K Buy
+9,190
New +$153K 0.09% 199

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Alliance's HDV Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Core High Dividend ETF (HDV) stake by 13% in Q2 2026, selling an estimated $9.33K and leaving 2,377 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #538.

Founders Financial Alliance first reported a position in HDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $186K in Q1 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Founders Financial Alliance held 2,377 shares of iShares Core High Dividend ETF worth $65.2K as of Q2 2026.
  • Founders Financial Alliance sold 343 iShares Core High Dividend ETF shares in Q2 2026, an estimated $9.33K.
  • iShares Core High Dividend ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #538 holding.
  • Founders Financial Alliance first reported a position in iShares Core High Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Core High Dividend ETF position peaked at $186K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.