PSF
HDV

Pacific Sun Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Pacific Sun Financial’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 		$531K Hold
19,545
– – 0.26% 124
2025
Q4 		$475K Sell
19,545
-1,200
-6% -$29.2K 0.23% 120
2025
Q3 		$508K Sell
20,745
-150
-0.7% -$3.63K 0.25% 120
2025
Q2 		$490K Hold
20,895
– – 0.26% 117
2025
Q1 		$506K Hold
20,895
– – 0.29% 111
2024
Q4 		$469K Hold
20,895
– – 0.26% 115
2024
Q3 		$492K Hold
20,895
– – 0.27% 108
2024
Q2 		$454K Sell
20,895
-200
-0.9% -$4.36K 0.27% 112
2024
Q1 		$465K Sell
21,095
-500
-2% -$10.5K 0.27% 114
2023
Q4 		$440K Hold
21,595
– – 0.28% 109
2023
Q3 		$427K Sell
21,595
-700
-3% -$14.3K 0.3% 105
2023
Q2 		$453K Buy
+22,295
New +$449K 0.3% 105
2022
Q4 		$465K Hold
22,295
– – 0.33% 98
2022
Q3 		$407K Sell
22,295
-750
-3% -$15.2K 0.29% 111
2022
Q2 		$463K Buy
23,045
+850
+4% +$18K 0.31% 104
2022
Q1 		$474K Hold
22,195
– – 0.26% 112
2021
Q4 		$448K Sell
22,195
-350
-2% -$6.86K 0.24% 114
2021
Q3 		$425K Buy
+22,545
New +$436K 0.24% 112
2020
Q3 		$386K Hold
24,000
– – 0.32% 94
2020
Q2 		$390K Buy
24,000
+250
+1% +$4.04K 0.35% 91
2020
Q1 		$340K Sell
23,750
-250
-1% -$4.42K 0.39% 86
2019
Q4 		$471K Hold
24,000
– – 0.42% 84
2019
Q3 		$452K Buy
24,000
+150
+0.6% +$2.82K 0.43% 83
2019
Q2 		$451K Buy
+23,850
New +$447K 0.43% 81
2018
Q2 		$470K Sell
26,450
-450
-2% -$7.65K 0.48% 69
2018
Q1 		$455K Buy
+26,900
New +$475K 0.6% 60

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

Pacific Sun Financial's HDV Position: Q1 2026 in Review

Pacific Sun Financial held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 19,545 shares worth $531K. The position accounts for 0.26% of the portfolio, ranked #124.

Pacific Sun Financial first reported a position in HDV in Q1 2018 and has held it in 26 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Pacific Sun Financial held 19,545 shares of iShares Core High Dividend ETF worth $531K as of Q1 2026.
  • Pacific Sun Financial left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
  • iShares Core High Dividend ETF made up 0.26% of Pacific Sun Financial's portfolio in Q1 2026, its #124 holding.
  • Pacific Sun Financial first reported a position in iShares Core High Dividend ETF in Q1 2018 and has held it in 26 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.