NFW
HDV

Noble Family Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Noble Family Wealth’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 		$1.15M Buy
41,975
+750
+2% +$20.4K 0.21% 40
2026
Q1 		$1.12M Hold
41,225
– – 0.23% 39
2025
Q4 		$1M Buy
41,225
+600
+1% +$14.6K 0.21% 42
2025
Q3 		$995K Buy
40,625
+15,680
+63% +$379K 0.22% 42
2025
Q2 		$585K Buy
+24,945
New +$575K 0.14% 50

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

Noble Family Wealth's HDV Position: Q2 2026 in Review

Noble Family Wealth increased its iShares Core High Dividend ETF (HDV) stake by 1.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 41,975 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #40.

Noble Family Wealth first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Noble Family Wealth held 41,975 shares of iShares Core High Dividend ETF worth $1.15M as of Q2 2026.
  • Noble Family Wealth bought 750 iShares Core High Dividend ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Core High Dividend ETF made up 0.21% of Noble Family Wealth's portfolio in Q2 2026, its #40 holding.
  • Noble Family Wealth first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.