Pines Wealth Management
HDV icon

Pines Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Pines Wealth Management’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 		$288K Buy
10,286
+1,144
+13% +$32.9K 0.08% 186
2026
Q2 		$251K Buy
9,142
+147
+2% +$4K 0.07% 202
2026
Q1 		$244K Sell
8,995
-385
-4% -$10.2K 0.08% 195
2025
Q4 		$228K Buy
9,380
+260
+3% +$6.32K 0.07% 212
2025
Q3 		$223K Sell
9,120
-290
-3% -$7.01K 0.08% 209
2025
Q2 		$224K Buy
+9,410
New +$217K 0.08% 211
2025
Q1 		– Sell
-10,715
Closed -$238K – 206
2024
Q4 		$238K Buy
+10,715
New +$252K 0.1% 183

Other funds holding HDV

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Pines Wealth Management's HDV Position: Q3 2026 in Review

Pines Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 13% in Q3 2026, buying an estimated $32.9K and bringing the position to 10,286 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #186.

Pines Wealth Management first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Pines Wealth Management held 10,286 shares of iShares Core High Dividend ETF worth $288K as of Q3 2026.
  • Pines Wealth Management bought 1,144 iShares Core High Dividend ETF shares in Q3 2026, an estimated $32.9K.
  • iShares Core High Dividend ETF made up 0.08% of Pines Wealth Management's portfolio in Q3 2026, its #186 holding.
  • Pines Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.