Live Oak Investment Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Live Oak Investment Partners’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 Q1	$200K	Buy	+7,370	New	+$196K	0.12%	93
2025 Q4	–	Sell	-31,770	Closed	-$778K	–	87
2025 Q3	$778K	Buy	31,770 +14,995	+89%	+$362K	0.52%	52
2025 Q2	$393K	Buy	16,775 +1,000	+6%	+$23K	0.3%	63
2025 Q1	$382K	Buy	+15,775	New	+$369K	0.3%	68
2024 Q4	–	Hold	0	–	–	–	72
2024 Q3	–	Hold	0	–	–	–	74
2024 Q2	–	Hold	0	–	–	–	74
2023 Q4	–	Hold	0	–	–	–	77
2023 Q3	–	Hold	0	–	–	–	79
2023 Q2	–	Hold	0	–	–	–	77
2023 Q1	–	Hold	0	–	–	–	79
2022 Q4	–	Hold	0	–	–	–	79

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Live Oak Investment Partners's HDV Position: Q1 2026 in Review

Live Oak Investment Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 7,370 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #93 among its holdings. This is a return to the name: Live Oak Investment Partners previously reported a position in HDV as recently as Q3 2025.

Live Oak Investment Partners first reported a position in HDV in Q1 2025 and has held it in 4 quarters since. The position peaked at $778K in Q3 2025. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Live Oak Investment Partners held 7,370 shares of iShares Core High Dividend ETF worth $200K as of Q1 2026.
iShares Core High Dividend ETF was a new Live Oak Investment Partners position in Q1 2026.
iShares Core High Dividend ETF made up 0.12% of Live Oak Investment Partners's portfolio in Q1 2026, its #93 holding.
Live Oak Investment Partners first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 4 quarters since.
Live Oak Investment Partners's iShares Core High Dividend ETF position peaked at $778K in Q3 2025.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.