Nalls Sherbakoff Group’s iShares Core High Dividend ETF HDV Stock Holding History

Nalls Sherbakoff 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	$158K	Buy	5,767 +17	+0.3%	+$462	0.11%	105
2026 Q1	$156K	Hold	5,750	–	–	0.11%	112
2025 Q4	$140K	Hold	5,750	–	–	0.1%	125
2025 Q3	$141K	Hold	5,750	–	–	0.1%	120
2025 Q2	$135K	Hold	5,750	–	–	0.1%	115
2025 Q1	$139K	Buy	+5,750	New	+$134K	0.11%	105
2023 Q4	$117K	Hold	5,750	–	–	0.1%	108
2023 Q3	$114K	Hold	5,750	–	–	0.11%	107
2023 Q2	$113K	Hold	5,750	–	–	0.11%	106
2023 Q1	$116K	Buy	+5,750	New	+$118K	0.12%	108
2018 Q4	$181K	Buy	+10,750	New	+$191K	0.29%	56

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

Nalls Sherbakoff Group's HDV Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its iShares Core High Dividend ETF (HDV) stake by 0.3% in Q2 2026, buying an estimated $462 and bringing the position to 5,767 shares worth $158K. The position accounts for 0.11% of the portfolio, ranked #105.

Nalls Sherbakoff Group first reported a position in HDV in Q4 2018 and has held it in 11 quarters since. The position peaked at $181K in Q4 2018. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Nalls Sherbakoff Group held 5,767 shares of iShares Core High Dividend ETF worth $158K as of Q2 2026.
Nalls Sherbakoff Group bought 17 iShares Core High Dividend ETF shares in Q2 2026, an estimated $462.
iShares Core High Dividend ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #105 holding.
Nalls Sherbakoff Group first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Core High Dividend ETF position peaked at $181K in Q4 2018.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.