PCG
HDV

Prosperity Consulting Group’s iShares Core High Dividend ETF HDV Stock Holding History

Prosperity Consulting Group’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 		$1.32M Buy
48,334
+154
+0.3% +$4.19K 0.05% 221
2026
Q1 		$1.31M Buy
48,180
+5
+0% +$133 0.06% 204
2025
Q4 		$1.17M Buy
48,175
+605
+1% +$14.7K 0.05% 226
2025
Q3 		$1.17M Buy
47,570
+175
+0.4% +$4.23K 0.06% 225
2025
Q2 		$1.11M Buy
47,395
+6,655
+16% +$153K 0.08% 208
2025
Q1 		$987K Buy
40,740
+2,140
+6% +$50K 0.08% 222
2024
Q4 		$867K Buy
38,600
+11,570
+43% +$272K 0.07% 244
2024
Q3 		$636K Buy
+27,030
New +$619K 0.05% 283

Other funds holding HDV

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

Prosperity Consulting Group's HDV Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core High Dividend ETF (HDV) stake by 0.32% in Q2 2026, buying an estimated $4.19K and bringing the position to 48,334 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #221.

Prosperity Consulting Group first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Prosperity Consulting Group held 48,334 shares of iShares Core High Dividend ETF worth $1.32M as of Q2 2026.
  • Prosperity Consulting Group bought 154 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4.19K.
  • iShares Core High Dividend ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #221 holding.
  • Prosperity Consulting Group first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.