IFG
HDV

Independent Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Independent Financial Group’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 		$1.15M Buy
41,774
+14,704
+54% +$400K 0.02% 639
2026
Q1 		$735K Buy
27,070
+6,060
+29% +$161K 0.02% 747
2025
Q4 		$511K Sell
21,010
-3,710
-15% -$90.2K 0.01% 889
2025
Q3 		$605K Buy
24,720
+1,475
+6% +$35.6K 0.01% 768
2025
Q2 		$545K Sell
23,245
-5,040
-18% -$116K 0.02% 744
2025
Q1 		$685K Sell
28,285
-17,025
-38% -$398K 0.02% 600
2024
Q4 		$1.02M Buy
45,310
+175
+0.4% +$4.11K 0.03% 475
2024
Q3 		$1.06M Buy
45,135
+615
+1% +$14.1K 0.04% 428
2024
Q2 		$968K Sell
44,520
-25
-0.1% -$544 0.04% 415
2024
Q1 		$982K Buy
44,545
+2,250
+5% +$47.3K 0.05% 382
2023
Q4 		$863K Sell
42,295
-39,510
-48% -$778K 0.05% 403
2023
Q3 		$1.62M Buy
81,805
+28,010
+52% +$573K 0.11% 217
2023
Q2 		$1.08M Sell
53,795
-114,525
-68% -$2.3M 0.07% 290
2023
Q1 		$3.42M Buy
168,320
+49,315
+41% +$1.01M 0.27% 79
2022
Q4 		$2.48M Buy
119,005
+29,675
+33% +$607K 0.21% 94
2022
Q3 		$1.63M Sell
89,330
-5,730
-6% -$116K 0.15% 133
2022
Q2 		$1.91M Buy
95,060
+45,925
+93% +$970K 0.2% 117
2022
Q1 		$1.05M Buy
49,135
+2,045
+4% +$42.4K 0.09% 240
2021
Q4 		$951K Buy
47,090
+15,365
+48% +$301K 0.08% 265
2021
Q3 		$598K Buy
31,725
+655
+2% +$12.7K 0.06% 319
2021
Q2 		$600K Buy
31,070
+3,735
+14% +$72.6K 0.06% 320
2021
Q1 		$519K Buy
27,335
+8,825
+48% +$161K 0.07% 325
2020
Q4 		$325K Sell
18,510
-20,845
-53% -$353K 0.05% 411
2020
Q3 		$633K Buy
39,355
+6,610
+20% +$110K 0.12% 194
2020
Q2 		$531K Sell
32,745
-2,420
-7% -$39.1K 0.12% 211
2020
Q1 		$503K Buy
+35,165
New +$621K 0.15% 172

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Independent Financial Group's HDV Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 54% in Q2 2026, buying an estimated $400K and bringing the position to 41,774 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #639.

Independent Financial Group first reported a position in HDV in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.42M in Q1 2023. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Independent Financial Group held 41,774 shares of iShares Core High Dividend ETF worth $1.15M as of Q2 2026.
  • Independent Financial Group bought 14,704 iShares Core High Dividend ETF shares in Q2 2026, an estimated $400K.
  • iShares Core High Dividend ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #639 holding.
  • Independent Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Core High Dividend ETF position peaked at $3.42M in Q1 2023.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.