Old Point Trust & Financial Services N A’s iShares Core High Dividend ETF HDV Stock Holding History

Old Point Trust & Financial Services N A’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
2025 Q4	–	Sell	-545	Closed	-$13.3K	–	335
2025 Q3	$13.3K	Hold	545	–	–	﹤0.01%	250
2025 Q2	$12.8K	Hold	545	–	–	﹤0.01%	252
2025 Q1	$13.2K	Hold	545	–	–	﹤0.01%	269
2024 Q4	$12.2K	Buy	+545	New	+$12.8K	﹤0.01%	261

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Old Point Trust & Financial Services N A's HDV Position: Q4 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 545 shares — an estimated $13.3K sold.

Old Point Trust & Financial Services N A first reported a position in HDV in Q4 2024 and held it in 4 quarters. The position peaked at $13.3K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Old Point Trust & Financial Services N A reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 545 iShares Core High Dividend ETF shares in Q4 2025, an estimated $13.3K.
Old Point Trust & Financial Services N A first reported a position in iShares Core High Dividend ETF in Q4 2024 and held it in 4 quarters.
Old Point Trust & Financial Services N A's iShares Core High Dividend ETF position peaked at $13.3K in Q3 2025.
813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2025, filed 26 Jan 2026.