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 Q2	$6.97M	Buy	254,210 +11,050	+5%	+$301K	3.01%	14
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 $1.55T 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

Foundry Financial Group's HDV Position: Q2 2026 in Review

Foundry Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 4.5% in Q2 2026, buying an estimated $301K and bringing the position to 254,210 shares worth $6.97M. The position accounts for 3.01% of the portfolio, ranked #14.

Foundry Financial Group first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.91M in Q1 2024. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Foundry Financial Group held 254,210 shares of iShares Core High Dividend ETF worth $6.97M as of Q2 2026.
Foundry Financial Group bought 11,050 iShares Core High Dividend ETF shares in Q2 2026, an estimated $301K.
iShares Core High Dividend ETF made up 3.01% of Foundry Financial Group's portfolio in Q2 2026, its #14 holding.
Foundry Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares Core High Dividend ETF position peaked at $8.91M in Q1 2024.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.