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 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	$9.69M	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 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

KFA Private Wealth Group's HDV Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares Core High Dividend ETF (HDV) stake by 28% in Q2 2026, buying an estimated $260K and bringing the position to 44,146 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #44.

KFA Private Wealth Group first reported a position in HDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

KFA Private Wealth Group held 44,146 shares of iShares Core High Dividend ETF worth $1.21M as of Q2 2026.
KFA Private Wealth Group bought 9,546 iShares Core High Dividend ETF shares in Q2 2026, an estimated $260K.
iShares Core High Dividend ETF made up 0.29% of KFA Private Wealth Group's portfolio in Q2 2026, its #44 holding.
KFA Private Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
KFA Private Wealth Group's iShares Core High Dividend ETF position peaked at $11.3M in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.