NFG
HDV

Nations Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Nations Financial 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 		$3.24M Buy
118,065
+310
+0.3% +$8.43K 0.15% 149
2026
Q1 		$3.2M Sell
117,755
-870
-0.7% -$23.2K 0.16% 146
2025
Q4 		$2.89M Buy
118,625
+31,565
+36% +$768K 0.15% 159
2025
Q3 		$2.13M Sell
87,060
-3,195
-4% -$77.2K 0.13% 187
2025
Q2 		$2.12M Sell
90,255
-260
-0.3% -$5.99K 0.15% 171
2025
Q1 		$2.19M Buy
90,515
+760
+0.8% +$17.8K 0.17% 154
2024
Q4 		$2.02M Sell
89,755
-3,450
-4% -$81.1K 0.15% 172
2024
Q3 		$2.19M Buy
93,205
+3,560
+4% +$81.5K 0.16% 156
2024
Q2 		$1.95M Sell
89,645
-455
-0.5% -$9.91K 0.16% 145
2024
Q1 		$1.99M Sell
90,100
-2,755
-3% -$57.9K 0.17% 147
2023
Q4 		$1.89M Buy
92,855
+5
+0% +$98 0.18% 135
2023
Q3 		$1.84M Buy
92,850
+175
+0.2% +$3.58K 0.18% 132
2023
Q2 		$1.87M Sell
92,675
-1,010
-1% -$20.3K 0.18% 138
2023
Q1 		$1.9M Sell
93,685
-915
-1% -$18.8K 0.2% 137
2022
Q4 		$1.97M Sell
94,600
-365
-0.4% -$7.47K 0.22% 114
2022
Q3 		$1.73M Buy
94,965
+575
+0.6% +$11.6K 0.25% 97
2022
Q2 		$1.9M Buy
94,390
+6,285
+7% +$133K 0.25% 106
2022
Q1 		$1.88M Buy
88,105
+1,720
+2% +$35.7K 0.23% 109
2021
Q4 		$1.75M Sell
86,385
-30
-0% -$588 0.23% 108
2021
Q3 		$1.63M Buy
86,415
+10
+0% +$194 0.25% 97
2021
Q2 		$1.67M Buy
+86,405
New +$1.68M 0.28% 88

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nations Financial Group's HDV Position: Q2 2026 in Review

Nations Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 0.26% in Q2 2026, buying an estimated $8.43K and bringing the position to 118,065 shares worth $3.24M. The position accounts for 0.15% of the portfolio, ranked #149.

Nations Financial Group first reported a position in HDV in Q2 2021 and has held it in 21 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Nations Financial Group held 118,065 shares of iShares Core High Dividend ETF worth $3.24M as of Q2 2026.
  • Nations Financial Group bought 310 iShares Core High Dividend ETF shares in Q2 2026, an estimated $8.43K.
  • iShares Core High Dividend ETF made up 0.15% of Nations Financial Group's portfolio in Q2 2026, its #149 holding.
  • Nations Financial Group first reported a position in iShares Core High Dividend ETF in Q2 2021 and has held it in 21 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.