M1FG
HDV

Mach-1 Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-12,005
Closed -$294K – 368
2025
Q3 		$294K Buy
+12,005
New +$290K 0.05% 176
2022
Q3 		– Sell
-620
Closed -$12K – 404
2022
Q2 		$12K Buy
+620
New +$13.1K 0.01% 217

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mach-1 Financial Group's HDV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 12,005 shares — an estimated $294K sold.

Mach-1 Financial Group first reported a position in HDV in Q2 2022 and held it in 2 quarters. The position peaked at $294K in Q3 2025. 812 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 12,005 iShares Core High Dividend ETF shares in Q4 2025, an estimated $294K.
  • Mach-1 Financial Group first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's iShares Core High Dividend ETF position peaked at $294K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.