Midwestern Financial’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Midwestern Financial's HDV Position: Q2 2026 in Review
Midwestern Financial increased its iShares Core High Dividend ETF (HDV) stake by 0.65% in Q2 2026, buying an estimated $1.66K and bringing the position to 9,476 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #53.
Midwestern Financial first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q3 2025. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Midwestern Financial held 9,476 shares of iShares Core High Dividend ETF worth $260K as of Q2 2026.
- Midwestern Financial bought 61 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.66K.
- iShares Core High Dividend ETF made up 0.18% of Midwestern Financial's portfolio in Q2 2026, its #53 holding.
- Midwestern Financial first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
- Midwestern Financial's iShares Core High Dividend ETF position peaked at $366K in Q3 2025.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.