KPWG
HDV

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
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 		$9.69M 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 		$9.87M Buy
491,555
+28,980
+6% +$612K 5.46% 6
2022
Q1 		$9.89M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KFA Private Wealth Group's HDV Position: Q1 2026 in Review

KFA Private Wealth Group reduced its iShares Core High Dividend ETF (HDV) stake by 3.2% in Q1 2026, selling an estimated $30.1K and leaving 34,600 shares worth $939K. The position accounts for 0.23% of the portfolio, ranked #52.

KFA Private Wealth Group first reported a position in HDV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2022. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • KFA Private Wealth Group held 34,600 shares of iShares Core High Dividend ETF worth $939K as of Q1 2026.
  • KFA Private Wealth Group sold 1,130 iShares Core High Dividend ETF shares in Q1 2026, an estimated $30.1K.
  • iShares Core High Dividend ETF made up 0.23% of KFA Private Wealth Group's portfolio in Q1 2026, its #52 holding.
  • KFA Private Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's iShares Core High Dividend ETF position peaked at $11.3M in Q4 2022.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.