Hazlett, Burt & Watson
HDV icon

Hazlett, Burt & Watson’s iShares Core High Dividend ETF HDV Stock Holding History

Hazlett, Burt & Watson’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 		$12K Buy
398
+3
+0.8% +$86 ﹤0.01% 667
2026
Q2 		$10K Buy
395
+5
+1% +$136 ﹤0.01% 691
2026
Q1 		$10K Hold
390
– – ﹤0.01% 693
2025
Q4 		$10K Buy
390
+5
+1% +$122 ﹤0.01% 705
2025
Q3 		$10K Hold
385
– – ﹤0.01% 662
2025
Q2 		$9K Sell
385
-1,095
-74% -$25.2K ﹤0.01% 601
2025
Q1 		$36K Sell
1,480
-1,280
-46% -$29.9K 0.02% 401
2024
Q4 		$61K Buy
2,760
+1,305
+90% +$30.7K 0.03% 339
2024
Q3 		$34K Sell
1,455
-55
-4% -$1.26K 0.02% 401
2024
Q2 		$33K Sell
1,510
-2,450
-62% -$53.3K 0.02% 390
2024
Q1 		$88K Buy
3,960
+2,020
+104% +$42.5K 0.05% 262
2023
Q4 		$39K Buy
+1,940
New +$38.2K 0.03% 339

Other funds holding HDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hazlett, Burt & Watson's HDV Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its iShares Core High Dividend ETF (HDV) stake by 0.76% in Q3 2026, buying an estimated $86 and bringing the position to 398 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Hazlett, Burt & Watson first reported a position in HDV in Q4 2023 and has held it in 12 quarters since. The position peaked at $88K in Q1 2024. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Hazlett, Burt & Watson held 398 shares of iShares Core High Dividend ETF worth $12K as of Q3 2026.
  • Hazlett, Burt & Watson bought 3 iShares Core High Dividend ETF shares in Q3 2026, an estimated $86.
  • iShares Core High Dividend ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #667 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 12 quarters since.
  • Hazlett, Burt & Watson's iShares Core High Dividend ETF position peaked at $88K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.