Foundry Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Foundry Financial Group’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	$6.6M	Buy	243,160 +380	+0.2%	+$10.1K	3.27%	13
2025 Q4	$5.9M	Buy	242,780 +9,750	+4%	+$237K	2.96%	12
2025 Q3	$5.71M	Buy	233,030 +4,510	+2%	+$109K	3%	12
2025 Q2	$5.36M	Buy	228,520 +2,585	+1%	+$59.6K	3.05%	13
2025 Q1	$5.47M	Sell	225,935 -3,220	-1%	-$75.3K	3.37%	11
2024 Q4	$5.14M	Buy	229,155 +5,880	+3%	+$138K	3.19%	13
2024 Q3	$5.25M	Sell	223,275 -7,815	-3%	-$179K	3.28%	13
2024 Q2	$5.02M	Sell	231,090 -173,155	-43%	-$3.77M	3.46%	12
2024 Q1	$8.91M	Buy	404,245 +39,825	+11%	+$837K	6.36%	4
2023 Q4	$7.43M	Buy	+364,420	New	+$7.18M	6.3%	4

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

Foundry Financial Group's HDV Position: Q1 2026 in Review

Foundry Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 0.16% in Q1 2026, buying an estimated $10.1K and bringing the position to 243,160 shares worth $6.6M. The position accounts for 3.27% of the portfolio, ranked #13.

Foundry Financial Group first reported a position in HDV in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.91M in Q1 2024. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Foundry Financial Group held 243,160 shares of iShares Core High Dividend ETF worth $6.6M as of Q1 2026.
Foundry Financial Group bought 380 iShares Core High Dividend ETF shares in Q1 2026, an estimated $10.1K.
iShares Core High Dividend ETF made up 3.27% of Foundry Financial Group's portfolio in Q1 2026, its #13 holding.
Foundry Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Foundry Financial Group's iShares Core High Dividend ETF position peaked at $8.91M in Q1 2024.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.