SF
HDV

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

Symphony 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
Q1 		$591K Buy
21,780
+3,425
+19% +$91.2K 0.08% 149
2025
Q4 		$449K Buy
18,355
+6,855
+60% +$167K 0.06% 178
2025
Q3 		$280K Sell
11,500
-1,195
-9% -$28.9K 0.03% 228
2025
Q2 		$302K Buy
+12,695
New +$293K 0.04% 200
2025
Q1 		– Sell
-9,310
Closed -$215K – 150
2024
Q4 		$215K Sell
9,310
-525
-5% -$12.3K 0.03% 213
2024
Q3 		$230K Buy
+9,835
New +$225K 0.04% 201

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Symphony Financial's HDV Position: Q1 2026 in Review

Symphony Financial increased its iShares Core High Dividend ETF (HDV) stake by 19% in Q1 2026, buying an estimated $91.2K and bringing the position to 21,780 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #149.

Symphony Financial first reported a position in HDV in Q3 2024 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Symphony Financial held 21,780 shares of iShares Core High Dividend ETF worth $591K as of Q1 2026.
  • Symphony Financial bought 3,425 iShares Core High Dividend ETF shares in Q1 2026, an estimated $91.2K.
  • iShares Core High Dividend ETF made up 0.08% of Symphony Financial's portfolio in Q1 2026, its #149 holding.
  • Symphony Financial first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 6 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.