BFC Planning, Inc.’s iShares Core High Dividend ETF HDV Stock Holding History

BFC Planning, Inc.’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	$2.42M	Sell	88,354 -1,616	-2%	-$44K	0.1%	211
2026 Q1	$2.44M	Buy	89,970 +2,295	+3%	+$61.1K	0.11%	189
2025 Q4	$2.13M	Buy	87,675 +83,715	+2,114%	+$2.04M	0.09%	206
2025 Q3	$96.9K	Sell	3,960 -240	-6%	-$5.8K	0.01%	937
2025 Q2	$98.4K	Sell	4,200 -100	-2%	-$2.3K	0.01%	892
2025 Q1	$104K	Hold	4,300	–	–	0.01%	853
2024 Q4	$96.6K	Buy	+4,300	New	+$101K	0.01%	884

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 $468B AUM 17.69% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s HDV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core High Dividend ETF (HDV) stake by 1.8% in Q2 2026, selling an estimated $44K and leaving 88,354 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #211.

BFC Planning, Inc. first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q1 2026. 891 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

BFC Planning, Inc. held 88,354 shares of iShares Core High Dividend ETF worth $2.42M as of Q2 2026.
BFC Planning, Inc. sold 1,616 iShares Core High Dividend ETF shares in Q2 2026, an estimated $44K.
iShares Core High Dividend ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #211 holding.
BFC Planning, Inc. first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Core High Dividend ETF position peaked at $2.44M in Q1 2026.
891 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.