South Plains Financial’s iShares Core High Dividend ETF HDV Stock Holding History

South Plains Financial’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	$384K	Hold	14,025	–	–	0.21%	99
2026 Q1	$381K	Hold	14,025	–	–	0.22%	101
2025 Q4	$341K	Hold	14,025	–	–	0.2%	102
2025 Q3	$343K	Hold	14,025	–	–	0.21%	101
2025 Q2	$329K	Buy	14,025 +1,300	+10%	+$30K	0.23%	97
2025 Q1	$308K	Buy	12,725 +450	+4%	+$10.5K	0.24%	95
2024 Q4	$276K	Buy	+12,275	New	+$288K	0.21%	99

Other funds holding HDV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

South Plains Financial's HDV Position: Q2 2026 in Review

South Plains Financial held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 14,025 shares worth $384K. The position accounts for 0.21% of the portfolio, ranked #99.

South Plains Financial first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

South Plains Financial held 14,025 shares of iShares Core High Dividend ETF worth $384K as of Q2 2026.
South Plains Financial left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.21% of South Plains Financial's portfolio in Q2 2026, its #99 holding.
South Plains Financial first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.