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

Norden 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	$2.68M	Buy	97,665 +1,055	+1%	+$28.7K	0.22%	87
2026 Q1	$2.62M	Buy	96,610 +500	+0.5%	+$13.3K	0.25%	78
2025 Q4	$2.34M	Sell	96,110 -10,225	-10%	-$249K	0.23%	82
2025 Q3	$2.6M	Buy	106,335 +1,500	+1%	+$36.2K	0.26%	75
2025 Q2	$2.46M	Buy	104,835 +3,565	+4%	+$82.1K	0.27%	78
2025 Q1	$2.45M	Buy	101,270 +1,875	+2%	+$43.8K	0.28%	71
2024 Q4	$2.23M	Buy	99,395 +1,075	+1%	+$25.3K	0.25%	84
2024 Q3	$2.31M	Buy	+98,320	New	+$2.25M	0.27%	86

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 22.96% 1-Year Est. Return

Norden Group's HDV Position: Q2 2026 in Review

Norden Group increased its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, buying an estimated $28.7K and bringing the position to 97,665 shares worth $2.68M. The position accounts for 0.22% of the portfolio, ranked #87.

Norden Group first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Norden Group held 97,665 shares of iShares Core High Dividend ETF worth $2.68M as of Q2 2026.
Norden Group bought 1,055 iShares Core High Dividend ETF shares in Q2 2026, an estimated $28.7K.
iShares Core High Dividend ETF made up 0.22% of Norden Group's portfolio in Q2 2026, its #87 holding.
Norden Group first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.