ICMM
HDV

Integrated Capital Management (Michigan)’s iShares Core High Dividend ETF HDV Stock Holding History

Integrated Capital Management (Michigan)’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 		– Sell
-7,650
Closed -$208K – 60
2026
Q1 		$208K Buy
+7,650
New +$204K 0.09% 61
2024
Q4 		– Sell
-9,070
Closed -$213K – 60
2024
Q3 		$213K Buy
+9,070
New +$208K 0.11% 57

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RW
Regimen Wealth Atlanta, Georgia $371M AUM 14.18% 1-Year Est. Return

Integrated Capital Management (Michigan)'s HDV Position: Q2 2026 in Review

Integrated Capital Management (Michigan) sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 7,650 shares — an estimated $208K sold.

Integrated Capital Management (Michigan) first reported a position in HDV in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 509 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Integrated Capital Management (Michigan) reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Capital Management (Michigan) sold 7,650 iShares Core High Dividend ETF shares in Q2 2026, an estimated $208K.
  • Integrated Capital Management (Michigan) first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 2 quarters.
  • Integrated Capital Management (Michigan)'s iShares Core High Dividend ETF position peaked at $213K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.