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 Q3	$2.57M	Sell	92,005 -5,660	-6%	-$163K	0.19%	93
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Norden Group's HDV Position: Q3 2026 in Review

Norden Group reduced its iShares Core High Dividend ETF (HDV) stake by 5.8% in Q3 2026, selling an estimated $163K and leaving 92,005 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #93.

Norden Group first reported a position in HDV in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q2 2026. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Norden Group held 92,005 shares of iShares Core High Dividend ETF worth $2.57M as of Q3 2026.
Norden Group sold 5,660 iShares Core High Dividend ETF shares in Q3 2026, an estimated $163K.
iShares Core High Dividend ETF made up 0.19% of Norden Group's portfolio in Q3 2026, its #93 holding.
Norden Group first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 9 quarters since.
Norden Group's iShares Core High Dividend ETF position peaked at $2.68M in Q2 2026.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.