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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
Q3 		$13.7K Buy
490
+4
+0.8% +$115 ﹤0.01% 190
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
AF
AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

Gleason Group's HDV Position: Q3 2026 in Review

Gleason Group increased its iShares Core High Dividend ETF (HDV) stake by 0.82% in Q3 2026, buying an estimated $115 and bringing the position to 490 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Gleason Group first reported a position in HDV in Q4 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Gleason Group held 490 shares of iShares Core High Dividend ETF worth $13.7K as of Q3 2026.
  • Gleason Group bought 4 iShares Core High Dividend ETF shares in Q3 2026, an estimated $115.
  • iShares Core High Dividend ETF made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #190 holding.
  • Gleason Group first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.