Milestone Asset Management Group’s iShares Core High Dividend ETF HDV Stock Holding History

Milestone Asset Management Group’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	$792K	Buy	28,891 +1,176	+4%	+$32K	0.4%	60
2026 Q1	$752K	Buy	27,715 +3,830	+16%	+$102K	0.44%	57
2025 Q4	$581K	Buy	23,885 +13,740	+135%	+$334K	0.33%	65
2025 Q3	$248K	Sell	10,145 -40	-0.4%	-$967	0.16%	104
2025 Q2	$239K	Buy	10,185 +40	+0.4%	+$922	0.18%	91
2025 Q1	$246K	Sell	10,145 -375	-4%	-$8.77K	0.22%	82
2024 Q4	$236K	Buy	+10,520	New	+$247K	0.21%	86

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

Milestone Asset Management Group's HDV Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core High Dividend ETF (HDV) stake by 4.2% in Q2 2026, buying an estimated $32K and bringing the position to 28,891 shares worth $792K. The position accounts for 0.4% of the portfolio, ranked #60.

Milestone Asset Management Group first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Milestone Asset Management Group held 28,891 shares of iShares Core High Dividend ETF worth $792K as of Q2 2026.
Milestone Asset Management Group bought 1,176 iShares Core High Dividend ETF shares in Q2 2026, an estimated $32K.
iShares Core High Dividend ETF made up 0.4% of Milestone Asset Management Group's portfolio in Q2 2026, its #60 holding.
Milestone Asset Management Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.