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
2026 Q2	$322K	Sell	11,765 -1,755	-13%	-$47.7K	0.02%	459
2026 Q1	$367K	Buy	13,520 +430	+3%	+$11.4K	0.03%	400
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 $1.55T 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 22.9% 1-Year Est. Return

Main Street Financial Solutions's HDV Position: Q2 2026 in Review

Main Street Financial Solutions reduced its iShares Core High Dividend ETF (HDV) stake by 13% in Q2 2026, selling an estimated $47.7K and leaving 11,765 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #459.

Main Street Financial Solutions first reported a position in HDV in Q1 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Main Street Financial Solutions held 11,765 shares of iShares Core High Dividend ETF worth $322K as of Q2 2026.
Main Street Financial Solutions sold 1,755 iShares Core High Dividend ETF shares in Q2 2026, an estimated $47.7K.
iShares Core High Dividend ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #459 holding.
Main Street Financial Solutions first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 7 quarters since.
Main Street Financial Solutions's iShares Core High Dividend ETF position peaked at $367K in Q1 2026.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.