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

Larson 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	$466K	Buy	17,018 +68	+0.4%	+$1.85K	0.01%	581
2026 Q1	$460K	Buy	16,950 +10,220	+152%	+$272K	0.01%	501
2025 Q4	$164K	Sell	6,730 -1,915	-22%	-$46.6K	0.01%	755
2025 Q3	$212K	Buy	8,645 +3,925	+83%	+$94.8K	0.01%	675
2025 Q2	$111K	Hold	4,720	–	–	﹤0.01%	820
2025 Q1	$114K	Hold	4,720	–	–	0.01%	762
2024 Q4	$106K	Hold	4,720	–	–	0.01%	718
2024 Q3	$111K	Hold	4,720	–	–	0.01%	707
2024 Q2	$103K	Hold	4,720	–	–	0.01%	641
2024 Q1	$104K	Sell	4,720 -535	-10%	-$11.2K	0.01%	535
2023 Q4	$107K	Sell	5,255 -50	-0.9%	-$985	0.01%	472
2023 Q3	$105K	Hold	5,305	–	–	0.01%	447
2023 Q2	$107K	Hold	5,305	–	–	0.01%	416
2023 Q1	$108K	Sell	5,305 -10	-0.2%	-$205	0.01%	422
2022 Q4	$111K	Sell	5,315 -675	-11%	-$13.8K	0.01%	390
2022 Q3	$109K	Buy	5,990 +1,210	+25%	+$24.5K	0.02%	350
2022 Q2	$96K	Sell	4,780 -1,005	-17%	-$21.2K	0.02%	264
2022 Q1	$124K	Buy	5,785 +15	+0.3%	+$311	0.02%	249
2021 Q4	$117K	Sell	5,770 -1,130	-16%	-$22.2K	0.02%	251
2021 Q3	$130K	Sell	6,900 -520	-7%	-$10.1K	0.03%	184
2021 Q2	$143K	Sell	7,420 -315	-4%	-$6.12K	0.03%	155
2021 Q1	$147K	Sell	7,735 -665	-8%	-$12.1K	0.04%	132
2020 Q4	$147K	Hold	8,400	–	–	0.05%	115
2020 Q3	$135K	Buy	8,400 +205	+3%	+$3.41K	0.06%	109
2020 Q2	$133K	Buy	8,195 +45	+0.6%	+$727	0.06%	114
2020 Q1	$117K	Buy	8,150 +50	+0.6%	+$883	0.07%	102
2019 Q4	$159K	Sell	8,100 -75	-0.9%	-$1.43K	0.09%	88
2019 Q3	$154K	Buy	8,175 +4,035	+97%	+$75.8K	0.1%	84
2019 Q2	$78K	Buy	4,140 +4,030	+3,664%	+$75.6K	0.06%	97
2019 Q1	$2K	Hold	110	–	–	﹤0.01%	374
2018 Q4	$2K	Buy	+110	New	+$1.96K	﹤0.01%	354

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

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

Larson Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 0.4% in Q2 2026, buying an estimated $1.85K and bringing the position to 17,018 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #581.

Larson Financial Group first reported a position in HDV in Q4 2018 and has held it in 31 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Larson Financial Group held 17,018 shares of iShares Core High Dividend ETF worth $466K as of Q2 2026.
Larson Financial Group bought 68 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.85K.
iShares Core High Dividend ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #581 holding.
Larson Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.