Oakmont Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Oakmont Advisory Group's HDV Position: Q2 2026 in Review
Oakmont Advisory Group increased its iShares Core High Dividend ETF (HDV) stake by 21% in Q2 2026, buying an estimated $100K and bringing the position to 20,931 shares worth $574K. The position accounts for 0.48% of the portfolio, ranked #48.
Oakmont Advisory Group first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Oakmont Advisory Group held 20,931 shares of iShares Core High Dividend ETF worth $574K as of Q2 2026.
- Oakmont Advisory Group bought 3,686 iShares Core High Dividend ETF shares in Q2 2026, an estimated $100K.
- iShares Core High Dividend ETF made up 0.48% of Oakmont Advisory Group's portfolio in Q2 2026, its #48 holding.
- Oakmont Advisory Group first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 875 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.