PF
HDV

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

Penney Financial’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 		– Sell
-7,625
Closed -$207K – 55
2026
Q1 		$207K Buy
+7,625
New +$203K 0.08% 48

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Penney Financial's HDV Position: Q2 2026 in Review

Penney Financial sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 7,625 shares — an estimated $207K sold.

Penney Financial first reported a position in HDV in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 447 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Penney Financial reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Penney Financial sold 7,625 iShares Core High Dividend ETF shares in Q2 2026, an estimated $207K.
  • Penney Financial first reported a position in iShares Core High Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Penney Financial's iShares Core High Dividend ETF position peaked at $207K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.