STAR Financial Bank’s iShares Core High Dividend ETF HDV Stock Holding History

STAR Financial Bank’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	$330K	Buy	12,040 +2,000	+20%	+$54.4K	0.13%	76
2026 Q1	$273K	Sell	10,040 -129,200	-93%	-$3.44M	0.13%	85
2025 Q4	$3.39M	Sell	139,240 -4,415	-3%	-$107K	1.73%	17
2025 Q3	$3.52M	Buy	143,655 +425	+0.3%	+$10.3K	2.08%	14
2025 Q2	$3.36M	Buy	143,230 +12,475	+10%	+$287K	2.13%	9
2025 Q1	$3.17M	Buy	+130,755	New	+$3.06M	2.32%	7

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

STAR Financial Bank's HDV Position: Q2 2026 in Review

STAR Financial Bank increased its iShares Core High Dividend ETF (HDV) stake by 20% in Q2 2026, buying an estimated $54.4K and bringing the position to 12,040 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #76.

STAR Financial Bank first reported a position in HDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.52M in Q3 2025. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

STAR Financial Bank held 12,040 shares of iShares Core High Dividend ETF worth $330K as of Q2 2026.
STAR Financial Bank bought 2,000 iShares Core High Dividend ETF shares in Q2 2026, an estimated $54.4K.
iShares Core High Dividend ETF made up 0.13% of STAR Financial Bank's portfolio in Q2 2026, its #76 holding.
STAR Financial Bank first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
STAR Financial Bank's iShares Core High Dividend ETF position peaked at $3.52M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.