Planning Strategies
HDV icon

Planning Strategies’s iShares Core High Dividend ETF HDV Stock Holding History

Planning Strategies’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 		$1.17M Sell
41,815
-1,103
-3% -$31.8K 0.69% 23
2026
Q2 		$1.18M Buy
+42,918
New +$1.17M 0.73% 24

Other funds holding HDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Planning Strategies's HDV Position: Q3 2026 in Review

Planning Strategies reduced its iShares Core High Dividend ETF (HDV) stake by 2.6% in Q3 2026, selling an estimated $31.8K and leaving 41,815 shares worth $1.17M. The position accounts for 0.69% of the portfolio, ranked #23.

Planning Strategies first reported a position in HDV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.18M in Q2 2026. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Planning Strategies held 41,815 shares of iShares Core High Dividend ETF worth $1.17M as of Q3 2026.
  • Planning Strategies sold 1,103 iShares Core High Dividend ETF shares in Q3 2026, an estimated $31.8K.
  • iShares Core High Dividend ETF made up 0.69% of Planning Strategies's portfolio in Q3 2026, its #23 holding.
  • Planning Strategies first reported a position in iShares Core High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's iShares Core High Dividend ETF position peaked at $1.18M in Q2 2026.
  • 805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.