Nations Financial Group
HDV icon

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
Q3 		$1.18M Sell
42,208
-75,857
-64% -$2.18M 0.06% 334
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% -$9.9K 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 		$1.74M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Nations Financial Group's HDV Position: Q3 2026 in Review

Nations Financial Group reduced its iShares Core High Dividend ETF (HDV) stake by 64% in Q3 2026, selling an estimated $2.18M and leaving 42,208 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #334.

Nations Financial Group first reported a position in HDV in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.24M in Q2 2026. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Nations Financial Group held 42,208 shares of iShares Core High Dividend ETF worth $1.18M as of Q3 2026.
  • Nations Financial Group sold 75,857 iShares Core High Dividend ETF shares in Q3 2026, an estimated $2.18M.
  • iShares Core High Dividend ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #334 holding.
  • Nations Financial Group first reported a position in iShares Core High Dividend ETF in Q2 2021 and has held it in 22 quarters since.
  • Nations Financial Group's iShares Core High Dividend ETF position peaked at $3.24M in Q2 2026.
  • 539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.