Johnson Financial Group Inc (Wisconsin)’s iShares Core High Dividend ETF HDV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$15.3K	Hold	560	–	–	﹤0.01%	599
2026 Q1	$15.2K	Hold	560	–	–	﹤0.01%	600
2025 Q4	$13.6K	Hold	560	–	–	﹤0.01%	631
2025 Q3	$13.7K	Hold	560	–	–	﹤0.01%	744
2025 Q2	$13.1K	Hold	560	–	–	﹤0.01%	585
2025 Q1	$13.6K	Buy	+560	New	+$13.1K	﹤0.01%	747
2023 Q1	–	Sell	-2,150	Closed	-$44.8K	–	657
2022 Q4	$44.8K	Sell	2,150 -945	-31%	-$19.3K	﹤0.01%	360
2022 Q3	$57K	Buy	+3,095	New	+$62.5K	0.01%	341
2015 Q2	–	Sell	-1,075	Closed	-$16K	–	899
2015 Q1	$16K	Buy	+1,075	New	+$16.5K	﹤0.01%	636

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HDV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 560 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Johnson Financial Group Inc (Wisconsin) first reported a position in HDV in Q1 2015 and has held it in 9 quarters since. The position peaked at $57K in Q3 2022. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 560 shares of iShares Core High Dividend ETF worth $15.3K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #599 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core High Dividend ETF in Q1 2015 and has held it in 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares Core High Dividend ETF position peaked at $57K in Q3 2022.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.