Key Financial Inc’s iShares Core High Dividend ETF HDV Stock Holding History

Key Financial Inc’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 Q3	$80.1K	Hold	2,865	–	–	0.01%	463
2026 Q2	$78.5K	Hold	2,865	–	–	0.01%	462
2026 Q1	$77.8K	Hold	2,865	–	–	0.01%	448
2025 Q4	$69.7K	Hold	2,865	–	–	0.01%	463
2025 Q3	$70.4K	Hold	2,865	–	–	0.01%	455
2025 Q2	$67.1K	Hold	2,865	–	–	0.01%	443
2025 Q1	$69.4K	Hold	2,865	–	–	0.02%	424
2024 Q4	$64.3K	Hold	2,865	–	–	0.01%	433
2024 Q3	$67.4K	Hold	2,865	–	–	0.01%	425
2024 Q2	$62.3K	Hold	2,865	–	–	0.01%	418
2024 Q1	$63.2K	Hold	2,865	–	–	0.02%	398
2023 Q4	$58.4K	Hold	2,865	–	–	0.02%	399
2023 Q3	$56.7K	Hold	2,865	–	–	0.02%	384
2023 Q2	$57.8K	Buy	2,865 +2,365	+473%	+$47.6K	0.02%	384
2023 Q1	$10.2K	Hold	500	–	–	﹤0.01%	673
2022 Q4	$9.13K	Hold	500	–	–	﹤0.01%	643
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	652
2022 Q2	$10K	Hold	500	–	–	0.01%	631
2022 Q1	$11K	Hold	500	–	–	0.01%	612
2021 Q4	$10K	Hold	500	–	–	0.01%	594
2021 Q3	$9K	Hold	500	–	–	0.01%	601
2021 Q2	$10K	Hold	500	–	–	0.01%	568
2021 Q1	$9K	Hold	500	–	–	0.01%	500
2020 Q4	$9K	Buy	+500	New	+$8.47K	0.01%	473
2020 Q2	–	Sell	-500	Closed	-$7K	–	315
2020 Q1	$7K	Buy	+500	New	+$8.83K	0.01%	459

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Key Financial Inc's HDV Position: Q3 2026 in Review

Key Financial Inc held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 2,865 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #463.

Key Financial Inc first reported a position in HDV in Q1 2020 and has held it in 25 quarters since. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Key Financial Inc held 2,865 shares of iShares Core High Dividend ETF worth $80.1K as of Q3 2026.
Key Financial Inc left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
iShares Core High Dividend ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #463 holding.
Key Financial Inc first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 25 quarters since.
539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.