Highland Investment Advisors LLC’s iShares Core High Dividend ETF HDV Stock Holding History

Highland Investment Advisors LLC’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	$50K	Buy	+1,825	New	+$49.6K	0.02%	185

Other funds holding HDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Highland Investment Advisors LLC's HDV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 1,825 shares worth $50K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

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

Highland Investment Advisors LLC held 1,825 shares of iShares Core High Dividend ETF worth $50K as of Q2 2026.
iShares Core High Dividend ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Core High Dividend ETF made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #185 holding.
761 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.