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

Founders Financial Securities’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	$467K	Hold	17,045	–	–	0.02%	401
2026 Q1	$462K	Sell	17,045 -2,145	-11%	-$57.1K	0.03%	384
2025 Q4	$467K	Buy	19,190 +2,105	+12%	+$51.2K	0.03%	389
2025 Q3	$418K	Sell	17,085 -1,600	-9%	-$38.7K	0.03%	372
2025 Q2	$438K	Sell	18,685 -2,355	-11%	-$54.3K	0.03%	366
2025 Q1	$482K	Sell	21,040 -2,325	-10%	-$54.3K	0.04%	322
2024 Q4	$525K	Buy	23,365 +13,400	+134%	+$315K	0.05%	296
2024 Q3	$234K	Sell	9,965 -1,600	-14%	-$36.6K	0.02%	396
2024 Q2	$251K	Buy	11,565 +1,600	+16%	+$34.8K	0.02%	377
2024 Q1	$220K	Hold	9,965	–	–	0.02%	353
2023 Q4	$203K	Buy	+9,965	New	+$196K	0.02%	349
2023 Q1	–	Sell	-15,340	Closed	-$320K	–	324
2022 Q4	$320K	Buy	+15,340	New	+$314K	0.05%	249
2022 Q3	–	Sell	-29,340	Closed	-$589K	–	310
2022 Q2	$589K	Buy	+29,340	New	+$620K	0.12%	148

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

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

Founders Financial Securities held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 17,045 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #401.

Founders Financial Securities first reported a position in HDV in Q2 2022 and has held it in 13 quarters since. The position peaked at $589K in Q2 2022. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Founders Financial Securities held 17,045 shares of iShares Core High Dividend ETF worth $467K as of Q2 2026.
Founders Financial Securities left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #401 holding.
Founders Financial Securities first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 13 quarters since.
Founders Financial Securities's iShares Core High Dividend ETF position peaked at $589K in Q2 2022.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.