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 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	$63.1K	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

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

Key Financial Inc's HDV Position: Q2 2026 in Review

Key Financial Inc held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 2,865 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #462.

Key Financial Inc first reported a position in HDV in Q1 2020 and has held it in 24 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Key Financial Inc held 2,865 shares of iShares Core High Dividend ETF worth $78.5K as of Q2 2026.
Key Financial Inc left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #462 holding.
Key Financial Inc first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 24 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.