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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nalls Sherbakoff Group's HDV Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares Core High Dividend ETF (HDV) position steady in Q4 2025 at 5,750 shares worth $140K. The position accounts for 0.1% of the portfolio, ranked #125.

Nalls Sherbakoff Group first reported a position in HDV in Q4 2018 and has held it in 9 quarters since. The position peaked at $181K in Q4 2018. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Nalls Sherbakoff Group held 5,750 shares of iShares Core High Dividend ETF worth $140K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Core High Dividend ETF share count unchanged in Q4 2025.
iShares Core High Dividend ETF made up 0.1% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #125 holding.
Nalls Sherbakoff Group first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Core High Dividend ETF position peaked at $181K in Q4 2018.
809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.