GG
HDV

Gleason Group’s iShares Core High Dividend ETF HDV Stock Holding History

Gleason 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 		$13.3K Buy
486
+1
+0.2% +$27 ﹤0.01% 205
2026
Q1 		$13.1K Buy
485
+5
+1% +$133 ﹤0.01% 168
2025
Q4 		$11.7K Buy
+480
New +$11.7K ﹤0.01% 170

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gleason Group's HDV Position: Q2 2026 in Review

Gleason Group increased its iShares Core High Dividend ETF (HDV) stake by 0.21% in Q2 2026, buying an estimated $27 and bringing the position to 486 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Gleason Group first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Gleason Group held 486 shares of iShares Core High Dividend ETF worth $13.3K as of Q2 2026.
  • Gleason Group bought 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
  • iShares Core High Dividend ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #205 holding.
  • Gleason Group first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.