SF
HDV

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

Summit 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 		$429K Buy
15,659
+1,629
+12% +$44.3K ﹤0.01% 1164
2026
Q1 		$381K Buy
14,030
+1,910
+16% +$50.8K ﹤0.01% 1083
2025
Q4 		$295K Buy
12,120
+250
+2% +$6.08K ﹤0.01% 1093
2025
Q3 		$291K Buy
+11,870
New +$287K ﹤0.01% 1073

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's HDV Position: Q2 2026 in Review

Summit Financial increased its iShares Core High Dividend ETF (HDV) stake by 12% in Q2 2026, buying an estimated $44.3K and bringing the position to 15,659 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Summit Financial first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Summit Financial held 15,659 shares of iShares Core High Dividend ETF worth $429K as of Q2 2026.
  • Summit Financial bought 1,629 iShares Core High Dividend ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1164 holding.
  • Summit Financial first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.