LWM
HDV

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
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% -$9.73K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM

LongView Wealth Management's HDV Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 39,380 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #81.

LongView Wealth Management first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • LongView Wealth Management held 39,380 shares of iShares Core High Dividend ETF worth $1.08M as of Q2 2026.
  • LongView Wealth Management bought 430 iShares Core High Dividend ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core High Dividend ETF made up 0.28% of LongView Wealth Management's portfolio in Q2 2026, its #81 holding.
  • LongView Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.