OFG
HDV

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

Oxford Financial 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
Q1 		– Sell
-4,175
Closed -$102K – 311
2025
Q4 		$102K Hold
4,175
– – 0.01% 248
2025
Q3 		$102K Hold
4,175
– – 0.01% 237
2025
Q2 		$97.8K Sell
4,175
-3,500
-46% -$80.6K 0.01% 225
2025
Q1 		$186K Hold
7,675
– – 0.01% 212
2024
Q4 		$172K Buy
+7,675
New +$180K 0.01% 245

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Oxford Financial Group's HDV Position: Q1 2026 in Review

Oxford Financial Group sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 4,175 shares — an estimated $102K sold.

Oxford Financial Group first reported a position in HDV in Q4 2024 and held it in 5 quarters. The position peaked at $186K in Q1 2025. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Oxford Financial Group reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 4,175 iShares Core High Dividend ETF shares in Q1 2026, an estimated $102K.
  • Oxford Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2024 and held it in 5 quarters.
  • Oxford Financial Group's iShares Core High Dividend ETF position peaked at $186K in Q1 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.