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

Paladin Advisory 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	$162K	Hold	5,795	–	–	0.11%	93
2026 Q2	$159K	Hold	5,795	–	–	0.11%	98
2026 Q1	$157K	Hold	5,795	–	–	0.12%	97
2025 Q4	$141K	Hold	5,795	–	–	0.1%	103
2025 Q3	$142K	Sell	5,795 -2,475	-30%	-$59.8K	0.11%	94
2025 Q2	$194K	Buy	8,270 +2,560	+45%	+$59K	0.15%	83
2025 Q1	$138K	Sell	5,710 -30	-0.5%	-$701	0.11%	99
2024 Q4	$129K	Sell	5,740 -205	-3%	-$4.82K	0.1%	106
2024 Q3	$140K	Hold	5,945	–	–	0.1%	101
2024 Q2	$129K	Sell	5,945 -120	-2%	-$2.61K	0.1%	101
2024 Q1	$133K	Hold	6,065	–	–	0.11%	104
2023 Q4	$124K	Hold	6,065	–	–	0.1%	106
2023 Q3	$120K	Hold	6,065	–	–	0.1%	111
2023 Q2	$122K	Hold	6,065	–	–	0.1%	115
2023 Q1	$123K	Buy	+6,065	New	+$125K	0.1%	117
2022 Q2	–	Sell	-6,065	Closed	-$128K	–	368
2022 Q1	$130K	Buy	+6,065	New	+$126K	0.11%	113

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Paladin Advisory Group's HDV Position: Q3 2026 in Review

Paladin Advisory Group held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 5,795 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #93.

Paladin Advisory Group first reported a position in HDV in Q1 2022 and has held it in 16 quarters since. The position peaked at $194K in Q2 2025. 560 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Paladin Advisory Group held 5,795 shares of iShares Core High Dividend ETF worth $162K as of Q3 2026.
Paladin Advisory Group left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
iShares Core High Dividend ETF made up 0.11% of Paladin Advisory Group's portfolio in Q3 2026, its #93 holding.
Paladin Advisory Group first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's iShares Core High Dividend ETF position peaked at $194K in Q2 2025.
560 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.