Root Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Root Financial Partners’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 Q3	$484K	Buy	+17,297	New	+$498K	0.02%	228
2026 Q2	–	Sell	-525	Closed	-$14.3K	–	1601
2026 Q1	$14.3K	Hold	525	–	–	﹤0.01%	1515
2025 Q4	$12.8K	Buy	525 +5	+1%	+$122	﹤0.01%	1393
2025 Q3	$12.8K	Buy	+520	New	+$12.6K	﹤0.01%	1338

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Root Financial Partners's HDV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 17,297 shares worth $484K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HDV as recently as Q1 2026.

Root Financial Partners first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Root Financial Partners held 17,297 shares of iShares Core High Dividend ETF worth $484K as of Q3 2026.
iShares Core High Dividend ETF was a new Root Financial Partners position in Q3 2026.
iShares Core High Dividend ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #228 holding.
Root Financial Partners first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
562 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.