SFG
HDV

Shum Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Shum Financial 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 		$496K Buy
18,101
+161
+0.9% +$4.38K 0.3% 73
2026
Q1 		$487K Buy
17,940
+835
+5% +$22.2K 0.34% 69
2025
Q4 		$416K Buy
17,105
+215
+1% +$5.23K 0.3% 73
2025
Q3 		$414K Buy
+16,890
New +$408K 0.31% 73
2025
Q1 		$398K Buy
16,430
+175
+1% +$4.09K 0.34% 70
2024
Q4 		$365K Buy
16,255
+785
+5% +$18.4K 0.32% 71
2024
Q3 		$369K Buy
+15,470
New +$354K 0.31% 71

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RW
Regimen Wealth Atlanta, Georgia $371M AUM 14.18% 1-Year Est. Return

Shum Financial Group's HDV Position: Q2 2026 in Review

Shum Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 0.9% in Q2 2026, buying an estimated $4.38K and bringing the position to 18,101 shares worth $496K. The position accounts for 0.3% of the portfolio, ranked #73.

Shum Financial Group first reported a position in HDV in Q3 2024 and has held it in 7 quarters since. 545 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Shum Financial Group held 18,101 shares of iShares Core High Dividend ETF worth $496K as of Q2 2026.
  • Shum Financial Group bought 161 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4.38K.
  • iShares Core High Dividend ETF made up 0.3% of Shum Financial Group's portfolio in Q2 2026, its #73 holding.
  • Shum Financial Group first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
  • 545 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.