Human Investing
HDV icon

Human Investing’s iShares Core High Dividend ETF HDV Stock Holding History

Human Investing’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 		$849K Hold
30,366
– – 0.11% 46
2026
Q2 		$832K Buy
30,366
+1
+0% +$27 0.11% 48
2026
Q1 		$824K Buy
30,365
+860
+3% +$22.9K 0.12% 48
2025
Q4 		$718K Buy
29,505
+2,310
+8% +$56.2K 0.1% 52
2025
Q3 		$666K Buy
27,195
+245
+0.9% +$5.92K 0.1% 51
2025
Q2 		$632K Buy
26,950
+11,770
+78% +$271K 0.1% 53
2025
Q1 		$368K Sell
15,180
-160
-1% -$3.74K 0.06% 67
2024
Q4 		$344K Hold
15,340
– – 0.06% 70
2024
Q3 		$361K Buy
15,340
+55
+0.4% +$1.26K 0.07% 70
2024
Q2 		$332K Buy
15,285
+50
+0.3% +$1.09K 0.06% 71
2024
Q1 		$336K Buy
15,235
+40
+0.3% +$841 0.07% 72
2023
Q4 		$310K Sell
15,195
-25,395
-63% -$500K 0.07% 75
2023
Q3 		$803K Buy
40,590
+5,875
+17% +$120K 0.19% 41
2023
Q2 		$700K Buy
+34,715
New +$699K 0.16% 54
2022
Q4 		– Sell
-11,510
Closed -$210K – 108
2022
Q3 		$210K Buy
+11,510
New +$233K 0.05% 102

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

Human Investing's HDV Position: Q3 2026 in Review

Human Investing held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 30,366 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #46.

Human Investing first reported a position in HDV in Q3 2022 and has held it in 15 quarters since. 549 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Human Investing held 30,366 shares of iShares Core High Dividend ETF worth $849K as of Q3 2026.
  • Human Investing left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
  • iShares Core High Dividend ETF made up 0.11% of Human Investing's portfolio in Q3 2026, its #46 holding.
  • Human Investing first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 15 quarters since.
  • 549 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.