KHC
HDV

Koesten Hirschmann & Crabtree’s iShares Core High Dividend ETF HDV Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q3 		– Sell
-85
Closed -$1.95K – 317
2025
Q2 		$1.95K Buy
+85
New +$1.96K ﹤0.01% 227

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Koesten Hirschmann & Crabtree's HDV Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 85 shares — an estimated $1.95K sold.

Koesten Hirschmann & Crabtree first reported a position in HDV in Q2 2025 and held it in 1 quarter. The position peaked at $1.95K in Q2 2025. 784 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 85 iShares Core High Dividend ETF shares in Q3 2025, an estimated $1.95K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Core High Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares Core High Dividend ETF position peaked at $1.95K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.