RPGK
HDV

Retirement Planning Group (Kansas)’s iShares Core High Dividend ETF HDV Stock Holding History

Retirement Planning Group (Kansas)’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 		$676K Buy
24,895
+13,130
+112% +$350K 0.02% 249
2025
Q4 		$286K Sell
11,765
-2,500
-18% -$60.8K 0.01% 349
2025
Q3 		$349K Buy
+14,265
New +$345K 0.01% 311

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $206B AUM 31.61% 1-Year Est. Return

Retirement Planning Group (Kansas)'s HDV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Core High Dividend ETF (HDV) stake by 112% in Q1 2026, buying an estimated $350K and bringing the position to 24,895 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #249.

Retirement Planning Group (Kansas) first reported a position in HDV in Q3 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 24,895 shares of iShares Core High Dividend ETF worth $676K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 13,130 iShares Core High Dividend ETF shares in Q1 2026, an estimated $350K.
  • iShares Core High Dividend ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #249 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.