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 Q3	$4.07M	Buy	145,730 +428	+0.3%	+$12.3K	2.18%	15
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

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Gallagher Capital Advisors's HDV Position: Q3 2026 in Review

Gallagher Capital Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.29% in Q3 2026, buying an estimated $12.3K and bringing the position to 145,730 shares worth $4.07M. The position accounts for 2.18% of the portfolio, ranked #15.

Gallagher Capital Advisors first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Gallagher Capital Advisors held 145,730 shares of iShares Core High Dividend ETF worth $4.07M as of Q3 2026.
Gallagher Capital Advisors bought 428 iShares Core High Dividend ETF shares in Q3 2026, an estimated $12.3K.
iShares Core High Dividend ETF made up 2.18% of Gallagher Capital Advisors's portfolio in Q3 2026, its #15 holding.
Gallagher Capital Advisors first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.