Main Street Financial Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Main Street Financial Solutions’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	$318K	Buy	13,090 +2,475	+23%	+$60.2K	0.02%	416
2025 Q3	$260K	Buy	+10,615	New	+$257K	0.02%	528
2024 Q4	–	Sell	-9,240	Closed	-$217K	–	526
2024 Q3	$217K	Buy	9,240 +15	+0.2%	+$343	0.02%	485
2024 Q2	$201K	Sell	9,225 -240	-3%	-$5.23K	0.02%	513
2024 Q1	$209K	Buy	+9,465	New	+$199K	0.02%	487

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Main Street Financial Solutions's HDV Position: Q4 2025 in Review

Main Street Financial Solutions increased its iShares Core High Dividend ETF (HDV) stake by 23% in Q4 2025, buying an estimated $60.2K and bringing the position to 13,090 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #416.

Main Street Financial Solutions first reported a position in HDV in Q1 2024 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Main Street Financial Solutions held 13,090 shares of iShares Core High Dividend ETF worth $318K as of Q4 2025.
Main Street Financial Solutions bought 2,475 iShares Core High Dividend ETF shares in Q4 2025, an estimated $60.2K.
iShares Core High Dividend ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #416 holding.
Main Street Financial Solutions first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.