KFA Private Wealth Group
HDV icon

KFA Private Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

KFA Private Wealth 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
Q3 		$1.22M Sell
43,796
-350
-0.8% -$10.1K 0.29% 43
2026
Q2 		$1.21M Buy
44,146
+9,546
+28% +$260K 0.29% 44
2026
Q1 		$939K Sell
34,600
-1,130
-3% -$30.1K 0.23% 52
2025
Q4 		$869K Buy
35,730
+2,630
+8% +$64K 0.21% 55
2025
Q3 		$811K Sell
33,100
-295
-0.9% -$7.13K 0.23% 52
2025
Q2 		$783K Sell
33,395
-555
-2% -$12.8K 0.24% 51
2025
Q1 		$822K Buy
33,950
+1,820
+6% +$42.5K 0.29% 42
2024
Q4 		$721K Buy
32,130
+1,465
+5% +$34.4K 0.3% 34
2024
Q3 		$721K Sell
30,665
-4,505
-13% -$103K 0.34% 34
2024
Q2 		$765K Sell
35,170
-109,435
-76% -$2.38M 0.4% 31
2024
Q1 		$3.19M Sell
144,605
-68,305
-32% -$1.44M 0.99% 19
2023
Q4 		$4.34M Sell
212,910
-276,810
-57% -$5.45M 1.56% 13
2023
Q3 		$9.7M Sell
489,720
-18,660
-4% -$382K 4.03% 9
2023
Q2 		$10.2M Sell
508,380
-45,910
-8% -$924K 4.25% 9
2023
Q1 		$11.3M Buy
554,290
+10,740
+2% +$220K 5.13% 7
2022
Q4 		$11.3M Buy
543,550
+35,870
+7% +$734K 5.78% 6
2022
Q3 		$9.27M Buy
507,680
+16,125
+3% +$326K 4.93% 7
2022
Q2 		$9.9M Buy
491,555
+28,980
+6% +$612K 5.46% 6
2022
Q1 		$9.9M Buy
462,575
+37,140
+9% +$771K 4.96% 5
2021
Q4 		$8.59M Buy
425,435
+14,505
+4% +$284K 4.27% 7
2021
Q3 		$7.75M Buy
410,930
+6,475
+2% +$125K 4.24% 7
2021
Q2 		$7.81M Buy
404,455
+24,780
+7% +$481K 4.26% 7
2021
Q1 		$7.21M Buy
379,675
+361,505
+1,990% +$6.59M 4.2% 6
2020
Q4 		$319K Buy
18,170
+3,685
+25% +$62.4K 0.2% 52
2020
Q3 		$233K Sell
14,485
-3,905
-21% -$65K 0.17% 55
2020
Q2 		$298K Buy
18,390
+3,055
+20% +$49.3K 0.29% 40
2020
Q1 		$219K Buy
15,335
+45
+0.3% +$795 0.26% 46
2019
Q4 		$300K Buy
+15,290
New +$292K 0.28% 41

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

KFA Private Wealth Group's HDV Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.79% in Q3 2026, selling an estimated $10.1K and leaving 43,796 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #43.

KFA Private Wealth Group first reported a position in HDV in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.3M in Q4 2022. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • KFA Private Wealth Group held 43,796 shares of iShares Core High Dividend ETF worth $1.22M as of Q3 2026.
  • KFA Private Wealth Group sold 350 iShares Core High Dividend ETF shares in Q3 2026, an estimated $10.1K.
  • iShares Core High Dividend ETF made up 0.29% of KFA Private Wealth Group's portfolio in Q3 2026, its #43 holding.
  • KFA Private Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's iShares Core High Dividend ETF position peaked at $11.3M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.