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

Succession 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	$409K	Buy	+14,938	New	+$406K	0.39%	28

Other funds holding HDV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Succession Financial's HDV Position: Q2 2026 in Review

Succession Financial opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 14,938 shares worth $409K. The stake represents 0.39% of the portfolio and ranks #28 among its holdings.

847 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Succession Financial held 14,938 shares of iShares Core High Dividend ETF worth $409K as of Q2 2026.
iShares Core High Dividend ETF was a new Succession Financial position in Q2 2026.
iShares Core High Dividend ETF made up 0.39% of Succession Financial's portfolio in Q2 2026, its #28 holding.
847 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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