Plante Moran Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Plante Moran Financial Advisors’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	$170K	Hold	6,220	–	–	0.01%	179
2026 Q1	$169K	Buy	6,220 +5,470	+729%	+$146K	0.01%	176
2025 Q4	$18.2K	Hold	750	–	–	﹤0.01%	464
2025 Q3	$18.4K	Buy	+750	New	+$18.1K	﹤0.01%	476
2024 Q4	–	Sell	-980	Closed	-$23K	–	951
2024 Q3	$23.1K	Buy	+980	New	+$22.4K	﹤0.01%	504
2023 Q4	–	Sell	-145	Closed	-$2.87K	–	847
2023 Q3	$2.87K	Buy	+145	New	+$2.97K	﹤0.01%	643
2022 Q3	–	Sell	-295	Closed	-$6K	–	940
2022 Q2	$6K	Buy	+295	New	+$6.23K	﹤0.01%	684
2021 Q4	–	Sell	-550	Closed	-$10K	–	1044
2021 Q3	$10K	Buy	+550	New	+$10.6K	﹤0.01%	691
2019 Q1	–	Sell	-14,840	Closed	-$250K	–	848
2018 Q4	$250K	Buy	+14,840	New	+$264K	0.09%	119
2017 Q1	–	Sell	-4,335	Closed	-$71K	–	936
2016 Q4	$71K	Buy	+4,335	New	+$69.8K	0.04%	267

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's HDV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 6,220 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #179.

Plante Moran Financial Advisors first reported a position in HDV in Q4 2016 and has held it in 10 quarters since. The position peaked at $250K in Q4 2018. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Plante Moran Financial Advisors held 6,220 shares of iShares Core High Dividend ETF worth $170K as of Q2 2026.
Plante Moran Financial Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #179 holding.
Plante Moran Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2016 and has held it in 10 quarters since.
Plante Moran Financial Advisors's iShares Core High Dividend ETF position peaked at $250K in Q4 2018.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.