Grove Bank & Trust’s iShares Core High Dividend ETF HDV Stock Holding History

Grove Bank & Trust’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	$16.4K	Hold	600	–	–	﹤0.01%	591
2026 Q1	$16.3K	Hold	600	–	–	﹤0.01%	563
2025 Q4	$14.6K	Hold	600	–	–	﹤0.01%	583
2025 Q3	$14.7K	Sell	600 -2,450	-80%	-$59.2K	﹤0.01%	558
2025 Q2	$71.5K	Hold	3,050	–	–	0.01%	381
2025 Q1	$73.9K	Buy	+3,050	New	+$71.3K	0.01%	357

Other funds holding HDV

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return