IIM
HDV

IFC & Insurance Marketing’s iShares Core High Dividend ETF HDV Stock Holding History

IFC & Insurance Marketing’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
-60
Closed -$2K – 301
2025
Q4 		$2K Buy
+60
New +$1.46K ﹤0.01% 642

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IFC & Insurance Marketing's HDV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 60 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in HDV in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 60 iShares Core High Dividend ETF shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in iShares Core High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core High Dividend ETF position peaked at $2K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.