Marshall Financial Group (Maryland)’s iShares Core High Dividend ETF HDV Stock Holding History

Marshall Financial Group (Maryland)’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	$275K	Hold	10,050	–	–	0.04%	267
2026 Q1	$273K	Hold	10,050	–	–	0.04%	252
2025 Q4	$244K	Hold	10,050	–	–	0.05%	257
2025 Q3	$246K	Sell	10,050 -5	-0%	-$121	0.05%	227
2025 Q2	$239K	Buy	10,055 +55	+0.6%	+$1.27K	0.05%	231
2025 Q1	$242K	Hold	10,000	–	–	0.05%	209
2024 Q4	$225K	Hold	10,000	–	–	0.05%	204
2024 Q3	$235K	Hold	10,000	–	–	0.06%	196
2024 Q2	$217K	Buy	+10,000	New	+$218K	0.06%	162

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 22.96% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HDV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 10,050 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #267.

Marshall Financial Group (Maryland) first reported a position in HDV in Q2 2024 and has held it in 9 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Marshall Financial Group (Maryland) held 10,050 shares of iShares Core High Dividend ETF worth $275K as of Q2 2026.
Marshall Financial Group (Maryland) left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #267 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.