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

LifeSteps Financial’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	$4.11K	Buy	+150	New	+$4.08K	﹤0.01%	570

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's HDV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 150 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

380 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

LifeSteps Financial held 150 shares of iShares Core High Dividend ETF worth $4.11K as of Q2 2026.
iShares Core High Dividend ETF was a new LifeSteps Financial position in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #570 holding.
380 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.