Pinnacle Bancorp
HDV icon

Pinnacle Bancorp’s iShares Core High Dividend ETF HDV Stock Holding History

Pinnacle Bancorp’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 		$35K Hold
1,250
– – 0.01% 514
2026
Q2 		$34.3K Hold
1,250
– – 0.01% 527
2026
Q1 		$33.9K Hold
1,250
– – 0.01% 509
2025
Q4 		$30.4K Hold
1,250
– – 0.01% 513
2025
Q3 		$30.6K Hold
1,250
– – 0.01% 532
2025
Q2 		$29.3K Hold
1,250
– – 0.01% 527
2025
Q1 		$30.3K Hold
1,250
– – 0.01% 512
2024
Q4 		$28.1K Hold
1,250
– – 0.01% 526
2024
Q3 		$29.4K Sell
1,250
-325
-21% -$7.44K 0.01% 506
2024
Q2 		$34.2K Hold
1,575
– – 0.01% 463
2024
Q1 		$34.7K Sell
1,575
-1,395
-47% -$29.3K 0.01% 465
2023
Q4 		$60.5K Hold
2,970
– – 0.02% 356
2023
Q3 		$58.7K Sell
2,970
-1,125
-27% -$23K 0.02% 342
2023
Q2 		$82.5K Hold
4,095
– – 0.03% 284
2023
Q1 		$83.2K Hold
4,095
– – 0.03% 280
2022
Q4 		$85K Buy
4,095
+1,840
+82% +$37.6K 0.03% 266
2022
Q3 		$41K Sell
2,255
-2,815
-56% -$56.9K 0.02% 348
2022
Q2 		$102K Sell
5,070
-2,705
-35% -$57.1K 0.04% 232
2022
Q1 		$166K Sell
7,775
-1,840
-19% -$38.2K 0.06% 191
2021
Q4 		$194K Sell
9,615
-630
-6% -$12.4K 0.07% 176
2021
Q3 		$193K Buy
10,245
+375
+4% +$7.26K 0.08% 168
2021
Q2 		$191K Hold
9,870
– – 0.09% 169
2021
Q1 		$187K Hold
9,870
– – 0.09% 165
2020
Q4 		$173K Hold
9,870
– – 0.11% 162
2020
Q3 		$159K Hold
9,870
– – 0.11% 150
2020
Q2 		$160K Sell
9,870
-500
-5% -$8.08K 0.12% 152
2020
Q1 		$148K Hold
10,370
– – 0.13% 148
2019
Q4 		$203K Buy
10,370
+500
+5% +$9.5K 0.14% 139
2019
Q3 		$186K Hold
9,870
– – 0.11% 139
2019
Q2 		$187K Sell
9,870
-330
-3% -$6.19K 0.11% 139
2019
Q1 		$190K Hold
10,200
– – 0.11% 137
2018
Q4 		$172K Buy
+10,200
New +$181K 0.11% 141
2017
Q1 		$171K Buy
+10,200
New +$170K 0.12% 122

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Pinnacle Bancorp's HDV Position: Q3 2026 in Review

Pinnacle Bancorp held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 1,250 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #514.

Pinnacle Bancorp first reported a position in HDV in Q1 2017 and has held it in 33 quarters since. The position peaked at $203K in Q4 2019. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Pinnacle Bancorp held 1,250 shares of iShares Core High Dividend ETF worth $35K as of Q3 2026.
  • Pinnacle Bancorp left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
  • iShares Core High Dividend ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #514 holding.
  • Pinnacle Bancorp first reported a position in iShares Core High Dividend ETF in Q1 2017 and has held it in 33 quarters since.
  • Pinnacle Bancorp's iShares Core High Dividend ETF position peaked at $203K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.