LongView Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

LongView Wealth 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 Q3	$1.1M	Buy	39,462 +82	+0.2%	+$2.36K	0.27%	80
2026 Q2	$1.08M	Buy	39,380 +430	+1%	+$11.7K	0.28%	81
2026 Q1	$1.04M	Buy	38,950 +4,295	+12%	+$114K	0.26%	85
2025 Q4	$859K	Buy	34,655 +800	+2%	+$19.5K	0.21%	102
2025 Q3	$829K	Buy	33,855 +4,010	+13%	+$96.9K	0.22%	91
2025 Q2	$699K	Buy	29,845 +595	+2%	+$13.7K	0.21%	91
2025 Q1	$709K	Hold	29,250	–	–	0.21%	92
2024 Q4	$657K	Sell	29,250 -1,425	-5%	-$33.5K	0.2%	94
2024 Q3	$722K	Sell	30,675 -425	-1%	-$9.7K	0.23%	84
2024 Q2	$676K	Buy	31,100 +2,535	+9%	+$55.2K	0.25%	81
2024 Q1	$630K	Hold	28,565	–	–	0.25%	83
2023 Q4	$591K	Buy	+28,565	New	+$563K	0.26%	84

Other funds holding HDV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

LongView Wealth Management's HDV Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.21% in Q3 2026, buying an estimated $2.36K and bringing the position to 39,462 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #80.

LongView Wealth Management first reported a position in HDV in Q4 2023 and has held it in 12 quarters since. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

LongView Wealth Management held 39,462 shares of iShares Core High Dividend ETF worth $1.1M as of Q3 2026.
LongView Wealth Management bought 82 iShares Core High Dividend ETF shares in Q3 2026, an estimated $2.36K.
iShares Core High Dividend ETF made up 0.27% of LongView Wealth Management's portfolio in Q3 2026, its #80 holding.
LongView Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 12 quarters since.
285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.