HH
HDV

Hilltop Holdings’s iShares Core High Dividend ETF HDV Stock Holding History

Hilltop Holdings’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
Q1 		– Sell
-8,240
Closed -$200K – 761
2025
Q4 		$200K Sell
8,240
-655
-7% -$15.9K 0.01% 853
2025
Q3 		$218K Sell
8,895
-18,235
-67% -$441K 0.01% 846
2025
Q2 		$636K Buy
27,130
+17,180
+173% +$396K 0.04% 440
2025
Q1 		$241K Sell
9,950
-1,160
-10% -$27.1K 0.02% 744
2024
Q4 		$249K Sell
11,110
-5,300
-32% -$125K 0.02% 729
2024
Q3 		$386K Sell
16,410
-440
-3% -$10.1K 0.03% 577
2024
Q2 		$366K Buy
16,850
+2,875
+21% +$62.6K 0.04% 425
2024
Q1 		$308K Sell
13,975
-645
-4% -$13.6K 0.03% 498
2023
Q4 		$298K Sell
14,620
-12,780
-47% -$252K 0.03% 469
2023
Q3 		$542K Buy
27,400
+12,090
+79% +$247K 0.07% 331
2023
Q2 		$309K Buy
15,310
+2,250
+17% +$45.3K 0.04% 425
2023
Q1 		$266K Buy
+13,060
New +$268K 0.04% 429

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return