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

Gallagher Fiduciary 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	$8.59M	Buy	313,524 +73,339	+31%	+$1.99M	0.28%	33
2026 Q1	$6.52M	Buy	240,185 +22,515	+10%	+$599K	0.25%	23
2025 Q4	$5.29M	Buy	217,670 +14,020	+7%	+$341K	0.17%	38
2025 Q3	$4.99M	Sell	203,650 -178,735	-47%	-$4.32M	0.18%	33
2025 Q2	$8.96M	Sell	382,385 -1,035	-0.3%	-$23.8K	0.35%	20
2025 Q1	$9.29M	Buy	383,420 +4,020	+1%	+$94K	0.31%	27
2024 Q4	$8.52M	Buy	379,400 +47,555	+14%	+$1.12M	1.67%	16
2024 Q3	$7.81M	Sell	331,845 -24,145	-7%	-$553K	1.58%	16
2024 Q2	$7.74M	Buy	355,990 +4,640	+1%	+$101K	1.73%	13
2024 Q1	$7.74M	Buy	351,350 +34,685	+11%	+$729K	0.27%	20
2023 Q4	$6.46M	Buy	316,665 +21,740	+7%	+$428K	0.22%	21
2023 Q3	$5.83M	Sell	294,925 -96,670	-25%	-$1.98M	0.51%	21
2023 Q2	$7.89M	Sell	391,595 -76,110	-16%	-$1.53M	0.6%	21
2023 Q1	$9.51M	Buy	+467,705	New	+$9.6M	0.78%	20

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 Fiduciary Advisors's HDV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core High Dividend ETF (HDV) stake by 31% in Q2 2026, buying an estimated $1.99M and bringing the position to 313,524 shares worth $8.59M. The position accounts for 0.28% of the portfolio, ranked #33.

Gallagher Fiduciary Advisors first reported a position in HDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.51M in Q1 2023. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Gallagher Fiduciary Advisors held 313,524 shares of iShares Core High Dividend ETF worth $8.59M as of Q2 2026.
Gallagher Fiduciary Advisors bought 73,339 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.99M.
iShares Core High Dividend ETF made up 0.28% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #33 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core High Dividend ETF position peaked at $9.51M in Q1 2023.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.