MB, Levis & Associates
HDV icon

MB, Levis & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

MB, Levis & Associates’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
Q3 		$32.4K Buy
1,158
+10
+0.9% +$288 0.01% 124
2026
Q2 		$31.5K Buy
1,148
+8
+0.7% +$218 0.01% 129
2026
Q1 		$31K Buy
1,140
+5
+0.4% +$133 0.01% 127
2025
Q4 		$27.6K Buy
1,135
+15
+1% +$365 0.01% 132
2025
Q3 		$27.5K Buy
1,120
+5
+0.4% +$121 0.01% 131
2025
Q2 		$26.1K Buy
+1,115
New +$25.7K 0.01% 153

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

MB, Levis & Associates's HDV Position: Q3 2026 in Review

MB, Levis & Associates increased its iShares Core High Dividend ETF (HDV) stake by 0.87% in Q3 2026, buying an estimated $288 and bringing the position to 1,158 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #124.

MB, Levis & Associates first reported a position in HDV in Q2 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • MB, Levis & Associates held 1,158 shares of iShares Core High Dividend ETF worth $32.4K as of Q3 2026.
  • MB, Levis & Associates bought 10 iShares Core High Dividend ETF shares in Q3 2026, an estimated $288.
  • iShares Core High Dividend ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #124 holding.
  • MB, Levis & Associates first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.