PPS&V Asset Management Consultants’s iShares Core High Dividend ETF HDV Stock Holding History

PPS&V Asset Management Consultants’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	$795K	Buy	29,011 +1	+0%	+$27	0.43%	19
2026 Q1	$788K	Buy	29,010 +2,415	+9%	+$64.3K	0.48%	19
2025 Q4	$647K	Hold	26,595	–	–	0.38%	20
2025 Q3	$651K	Hold	26,595	–	–	0.38%	20
2025 Q2	$623K	Hold	26,595	–	–	0.39%	21
2025 Q1	$644K	Hold	26,595	–	–	0.47%	20
2024 Q4	$597K	Hold	26,595	–	–	0.4%	21
2024 Q3	$626K	Hold	26,595	–	–	0.43%	21
2024 Q2	$578K	Hold	26,595	–	–	0.41%	22
2024 Q1	$586K	Buy	26,595 +50	+0.2%	+$1.05K	0.43%	20
2023 Q4	$541K	Buy	26,545 +135	+0.5%	+$2.66K	0.41%	23
2023 Q3	$522K	Hold	26,410	–	–	0.45%	24
2023 Q2	$532K	Buy	26,410 +55	+0.2%	+$1.11K	0.43%	24
2023 Q1	$536K	Buy	26,355 +65	+0.2%	+$1.33K	0.46%	20
2022 Q4	$548K	Buy	+26,290	New	+$538K	0.52%	19

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

PPS&V Asset Management Consultants's HDV Position: Q2 2026 in Review

PPS&V Asset Management Consultants increased its iShares Core High Dividend ETF (HDV) stake by 0% in Q2 2026, buying an estimated $27 and bringing the position to 29,011 shares worth $795K. The position accounts for 0.43% of the portfolio, ranked #19.

PPS&V Asset Management Consultants first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

PPS&V Asset Management Consultants held 29,011 shares of iShares Core High Dividend ETF worth $795K as of Q2 2026.
PPS&V Asset Management Consultants bought 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
iShares Core High Dividend ETF made up 0.43% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #19 holding.
PPS&V Asset Management Consultants first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.