PlanVest Financial
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PlanVest Financial’s iShares Core High Dividend ETF HDV Stock Holding History

PlanVest Financial’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 		$3.3M Buy
117,922
+564
+0.5% +$16.2K 2.12% 13
2026
Q2 		$3.22M Buy
117,358
+6,663
+6% +$181K 2.15% 13
2026
Q1 		$3M Buy
+110,695
New +$2.95M 2.29% 12

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

PlanVest Financial's HDV Position: Q3 2026 in Review

PlanVest Financial increased its iShares Core High Dividend ETF (HDV) stake by 0.48% in Q3 2026, buying an estimated $16.2K and bringing the position to 117,922 shares worth $3.3M. The position accounts for 2.12% of the portfolio, ranked #13.

PlanVest Financial first reported a position in HDV in Q1 2026 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • PlanVest Financial held 117,922 shares of iShares Core High Dividend ETF worth $3.3M as of Q3 2026.
  • PlanVest Financial bought 564 iShares Core High Dividend ETF shares in Q3 2026, an estimated $16.2K.
  • iShares Core High Dividend ETF made up 2.12% of PlanVest Financial's portfolio in Q3 2026, its #13 holding.
  • PlanVest Financial first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.