Pathstone Holdings’s iShares Core High Dividend ETF HDV Stock Holding History

Pathstone Holdings’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	$732K	Buy	+26,186	New	+$754K	﹤0.01%	1691

Other funds holding HDV

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Pathstone Holdings's HDV Position: Q3 2026 in Review

Pathstone Holdings opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 26,186 shares worth $732K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Pathstone Holdings held 26,186 shares of iShares Core High Dividend ETF worth $732K as of Q3 2026.
iShares Core High Dividend ETF was a new Pathstone Holdings position in Q3 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #1691 holding.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.