Gallagher Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Gallagher Capital Advisors’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	$3.98M	Buy	145,302 +362	+0.2%	+$9.85K	2.28%	13
2026 Q1	$787K	Buy	+144,940	New	+$3.86M	0.53%	37
2025 Q4	–	Sell	-153,000	Closed	-$3.62M	–	71
2025 Q3	$3.62M	Buy	153,000 +60,430	+65%	+$1.46M	2.08%	16
2025 Q2	$2.22M	Sell	92,570 -60,260	-39%	-$1.39M	1.79%	21
2025 Q1	$3.7M	Sell	152,830 -790	-0.5%	-$18.5K	2.82%	14
2024 Q4	$3.45M	Buy	+153,620	New	+$3.61M	2.51%	16

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

Gallagher Capital Advisors's HDV Position: Q2 2026 in Review

Gallagher Capital Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.25% in Q2 2026, buying an estimated $9.85K and bringing the position to 145,302 shares worth $3.98M. The position accounts for 2.28% of the portfolio, ranked #13.

Gallagher Capital Advisors first reported a position in HDV in Q4 2024 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Gallagher Capital Advisors held 145,302 shares of iShares Core High Dividend ETF worth $3.98M as of Q2 2026.
Gallagher Capital Advisors bought 362 iShares Core High Dividend ETF shares in Q2 2026, an estimated $9.85K.
iShares Core High Dividend ETF made up 2.28% of Gallagher Capital Advisors's portfolio in Q2 2026, its #13 holding.
Gallagher Capital Advisors first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.