PGAM
HDV

Princeton Global Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Princeton Global Asset Management’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
Q1 		$2.85K Sell
105
-55
-34% -$1.46K ﹤0.01% 738
2025
Q4 		$3.89K Hold
160
– – ﹤0.01% 704
2025
Q3 		$3.92K Hold
160
– – ﹤0.01% 645
2025
Q2 		$3.75K Hold
160
– – ﹤0.01% 642
2025
Q1 		$3.88K Hold
160
– – ﹤0.01% 514
2024
Q4 		$3.59K Hold
160
– – ﹤0.01% 565
2024
Q3 		$3.76K Hold
160
– – ﹤0.01% 575
2024
Q2 		$3.48K Hold
160
– – ﹤0.01% 557
2024
Q1 		$3.53K Buy
+160
New +$3.36K ﹤0.01% 508
2022
Q2 		– Sell
-1,750
Closed -$37K – 564
2022
Q1 		$37K Buy
+1,750
New +$36.3K 0.01% 292

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return