Hicks Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Hicks Capital Management’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	$371K	Buy	+13,550	New	+$369K	0.3%	37

Other funds holding HDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Hicks Capital Management's HDV Position: Q2 2026 in Review

Hicks Capital Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 13,550 shares worth $371K. The stake represents 0.3% of the portfolio and ranks #37 among its holdings.

582 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Hicks Capital Management held 13,550 shares of iShares Core High Dividend ETF worth $371K as of Q2 2026.
iShares Core High Dividend ETF was a new Hicks Capital Management position in Q2 2026.
iShares Core High Dividend ETF made up 0.3% of Hicks Capital Management's portfolio in Q2 2026, its #37 holding.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.