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

Goldstone Financial 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	$2.55M	Sell	92,907 -6,153	-6%	-$167K	0.23%	78
2026 Q1	$2.69M	Sell	99,060 -2,685	-3%	-$71.5K	0.29%	65
2025 Q4	$2.47M	Sell	101,745 -2,540	-2%	-$61.8K	0.28%	67
2025 Q3	$2.55M	Buy	104,285 +2,585	+3%	+$62.5K	0.3%	61
2025 Q2	$2.42M	Buy	101,700 +380	+0.4%	+$8.76K	0.32%	59
2025 Q1	$2.45M	Sell	101,320 -10,480	-9%	-$245K	0.37%	58
2024 Q4	$2.51M	Buy	111,800 +12,035	+12%	+$283K	0.39%	56
2024 Q3	$2.35M	Sell	99,765 -125	-0.1%	-$2.86K	0.41%	53
2024 Q2	$2.17M	Buy	99,890 +28,005	+39%	+$610K	0.44%	50
2024 Q1	$1.58M	Buy	71,885 +4,230	+6%	+$88.9K	0.36%	50
2023 Q4	$1.38M	Sell	67,655 -48,285	-42%	-$951K	0.36%	52
2023 Q3	$2.29M	Buy	115,940 +27,950	+32%	+$572K	0.68%	35
2023 Q2	$1.77M	Buy	87,990 +31,675	+56%	+$638K	0.52%	38
2023 Q1	$1.14M	Buy	+56,315	New	+$1.16M	0.38%	46

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

Goldstone Financial Group's HDV Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 6.2% in Q2 2026, selling an estimated $167K and leaving 92,907 shares worth $2.55M. The position accounts for 0.23% of the portfolio, ranked #78.

Goldstone Financial Group first reported a position in HDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.69M in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Goldstone Financial Group held 92,907 shares of iShares Core High Dividend ETF worth $2.55M as of Q2 2026.
Goldstone Financial Group sold 6,153 iShares Core High Dividend ETF shares in Q2 2026, an estimated $167K.
iShares Core High Dividend ETF made up 0.23% of Goldstone Financial Group's portfolio in Q2 2026, its #78 holding.
Goldstone Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares Core High Dividend ETF position peaked at $2.69M in Q1 2026.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.