PWPS
HDV

Pinnacle Wealth Planning Services’s iShares Core High Dividend ETF HDV Stock Holding History

Pinnacle Wealth Planning 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 		$969K Hold
35,345
– – 0.09% 123
2026
Q1 		$959K Hold
35,345
– – 0.1% 112
2025
Q4 		$860K Buy
35,345
+280
+0.8% +$6.81K 0.09% 119
2025
Q3 		$859K Buy
+35,065
New +$847K 0.1% 116

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

Pinnacle Wealth Planning Services's HDV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 35,345 shares worth $969K. The position accounts for 0.09% of the portfolio, ranked #123.

Pinnacle Wealth Planning Services first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 35,345 shares of iShares Core High Dividend ETF worth $969K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #123 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.