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

Kelly 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	$255K	Hold	9,310	–	–	0.06%	92
2026 Q1	$253K	Hold	9,310	–	–	0.06%	82
2025 Q4	$226K	Hold	9,310	–	–	0.06%	84
2025 Q3	$228K	Hold	9,310	–	–	0.06%	82
2025 Q2	$218K	Sell	9,310 -5,210	-36%	-$120K	0.06%	78
2025 Q1	$352K	Hold	14,520	–	–	0.11%	58
2024 Q4	$326K	Buy	+14,520	New	+$341K	0.12%	53

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 22.96% 1-Year Est. Return

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

Kelly Financial Group held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 9,310 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #92.

Kelly Financial Group first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q1 2025. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Kelly Financial Group held 9,310 shares of iShares Core High Dividend ETF worth $255K as of Q2 2026.
Kelly Financial Group left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #92 holding.
Kelly Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares Core High Dividend ETF position peaked at $352K in Q1 2025.
887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.