PF
HDV

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
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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's HDV Position: Q2 2026 in Review

PlanVest Financial increased its iShares Core High Dividend ETF (HDV) stake by 6% in Q2 2026, buying an estimated $181K and bringing the position to 117,358 shares worth $3.22M. The position accounts for 2.15% of the portfolio, ranked #13.

PlanVest Financial first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • PlanVest Financial held 117,358 shares of iShares Core High Dividend ETF worth $3.22M as of Q2 2026.
  • PlanVest Financial bought 6,663 iShares Core High Dividend ETF shares in Q2 2026, an estimated $181K.
  • iShares Core High Dividend ETF made up 2.15% of PlanVest Financial's portfolio in Q2 2026, its #13 holding.
  • PlanVest Financial first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.