KFG
HDV

Kingdom Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Kingdom Financial 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 		$336K Buy
12,241
+191
+2% +$5.2K 0.09% 109
2026
Q1 		$327K Buy
12,050
+215
+2% +$5.72K 0.09% 107
2025
Q4 		$288K Buy
+11,835
New +$288K 0.09% 122

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingdom Financial Group's HDV Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, buying an estimated $5.2K and bringing the position to 12,241 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #109.

Kingdom Financial Group first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Kingdom Financial Group held 12,241 shares of iShares Core High Dividend ETF worth $336K as of Q2 2026.
  • Kingdom Financial Group bought 191 iShares Core High Dividend ETF shares in Q2 2026, an estimated $5.2K.
  • iShares Core High Dividend ETF made up 0.09% of Kingdom Financial Group's portfolio in Q2 2026, its #109 holding.
  • Kingdom Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.