PFS
HDV

Paller Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

Paller Financial Services’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 		$6.33M Buy
230,773
+10,673
+5% +$290K 4.73% 4
2026
Q1 		$5.97M Buy
220,100
+2,740
+1% +$72.9K 4.94% 4
2025
Q4 		$5.29M Buy
+217,360
New +$5.29M 4.24% 7

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paller Financial Services's HDV Position: Q2 2026 in Review

Paller Financial Services increased its iShares Core High Dividend ETF (HDV) stake by 4.8% in Q2 2026, buying an estimated $290K and bringing the position to 230,773 shares worth $6.33M. The position accounts for 4.73% of the portfolio, ranked #4.

Paller Financial Services first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Paller Financial Services held 230,773 shares of iShares Core High Dividend ETF worth $6.33M as of Q2 2026.
  • Paller Financial Services bought 10,673 iShares Core High Dividend ETF shares in Q2 2026, an estimated $290K.
  • iShares Core High Dividend ETF made up 4.73% of Paller Financial Services's portfolio in Q2 2026, its #4 holding.
  • Paller Financial Services first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 875 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.