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
Q2 		$537K Sell
19,592
-5,303
-21% -$144K 0.01% 314
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 $1.55T 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

Retirement Planning Group (Kansas)'s HDV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core High Dividend ETF (HDV) stake by 21% in Q2 2026, selling an estimated $144K and leaving 19,592 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #314.

Retirement Planning Group (Kansas) first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $676K in Q1 2026. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Retirement Planning Group (Kansas) held 19,592 shares of iShares Core High Dividend ETF worth $537K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 5,303 iShares Core High Dividend ETF shares in Q2 2026, an estimated $144K.
  • iShares Core High Dividend ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #314 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core High Dividend ETF position peaked at $676K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.