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 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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paladin Advisory Group's HDV Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 5,795 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #98.

Paladin Advisory Group first reported a position in HDV in Q1 2022 and has held it in 15 quarters since. The position peaked at $194K in Q2 2025. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Paladin Advisory Group held 5,795 shares of iShares Core High Dividend ETF worth $159K as of Q2 2026.
Paladin Advisory Group left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.11% of Paladin Advisory Group's portfolio in Q2 2026, its #98 holding.
Paladin Advisory Group first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core High Dividend ETF position peaked at $194K in Q2 2025.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.