LOM Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

LOM Asset Management’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	$2.23M	Buy	81,234 +574	+0.7%	+$15.6K	0.58%	62
2026 Q1	$2.19M	Sell	80,660 -270	-0.3%	-$7.19K	0.63%	60
2025 Q4	$1.97M	Sell	80,930 -5,365	-6%	-$130K	0.57%	59
2025 Q3	$2.11M	Buy	86,295 +800	+0.9%	+$19.3K	0.64%	53
2025 Q2	$2M	Buy	+85,495	New	+$1.97M	0.68%	49

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

LOM Asset Management's HDV Position: Q2 2026 in Review

LOM Asset Management increased its iShares Core High Dividend ETF (HDV) stake by 0.71% in Q2 2026, buying an estimated $15.6K and bringing the position to 81,234 shares worth $2.23M. The position accounts for 0.58% of the portfolio, ranked #62.

LOM Asset Management first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

LOM Asset Management held 81,234 shares of iShares Core High Dividend ETF worth $2.23M as of Q2 2026.
LOM Asset Management bought 574 iShares Core High Dividend ETF shares in Q2 2026, an estimated $15.6K.
iShares Core High Dividend ETF made up 0.58% of LOM Asset Management's portfolio in Q2 2026, its #62 holding.
LOM Asset Management first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.