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
2023 Q1	–	Sell	-6,065	Closed	-$126K	–	353
2022 Q4	$126K	Sell	6,065 -7,835	-56%	-$160K	0.11%	115
2022 Q3	$253K	Hold	13,900	–	–	0.23%	71
2022 Q2	$279K	Buy	+13,900	New	+$294K	0.24%	66
2022 Q1	–	Sell	-6,065	Closed	-$122K	–	365
2021 Q4	$122K	Buy	+6,065	New	+$119K	0.1%	123

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Paladin Advisory Group's HDV Position: Q1 2026 in Review

Paladin Advisory Group held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 5,795 shares worth $157K. The position accounts for 0.12% of the portfolio, ranked #97.

Paladin Advisory Group first reported a position in HDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $194K in Q2 2025. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Paladin Advisory Group held 5,795 shares of iShares Core High Dividend ETF worth $157K as of Q1 2026.
Paladin Advisory Group left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.12% of Paladin Advisory Group's portfolio in Q1 2026, its #97 holding.
Paladin Advisory Group first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Core High Dividend ETF position peaked at $194K in Q2 2025.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.