Novem Group
HDV icon

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

Novem 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 		$265K Buy
9,476
+283
+3% +$8.15K 0.03% 377
2026
Q2 		$252K Buy
9,193
+58
+0.6% +$1.58K 0.03% 384
2026
Q1 		$248K Buy
9,135
+95
+1% +$2.53K 0.03% 379
2025
Q4 		$220K Buy
9,040
+165
+2% +$4.01K 0.03% 389
2025
Q3 		$217K Sell
8,875
-1,610
-15% -$38.9K 0.03% 384
2025
Q2 		$246K Buy
10,485
+530
+5% +$12.2K 0.03% 348
2025
Q1 		$241K Sell
9,955
-440
-4% -$10.3K 0.03% 321
2024
Q4 		$233K Buy
+10,395
New +$244K 0.03% 324

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Novem Group's HDV Position: Q3 2026 in Review

Novem Group increased its iShares Core High Dividend ETF (HDV) stake by 3.1% in Q3 2026, buying an estimated $8.15K and bringing the position to 9,476 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #377.

Novem Group first reported a position in HDV in Q4 2024 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Novem Group held 9,476 shares of iShares Core High Dividend ETF worth $265K as of Q3 2026.
  • Novem Group bought 283 iShares Core High Dividend ETF shares in Q3 2026, an estimated $8.15K.
  • iShares Core High Dividend ETF made up 0.03% of Novem Group's portfolio in Q3 2026, its #377 holding.
  • Novem Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 8 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.