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 Q2	$837K	Buy	30,237 +8,457	+39%	+$230K	0.09%	146
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 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 22.9% 1-Year Est. Return

Symphony Financial's HDV Position: Q2 2026 in Review

Symphony Financial increased its iShares Core High Dividend ETF (HDV) stake by 39% in Q2 2026, buying an estimated $230K and bringing the position to 30,237 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #146.

Symphony Financial first reported a position in HDV in Q3 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Symphony Financial held 30,237 shares of iShares Core High Dividend ETF worth $837K as of Q2 2026.
Symphony Financial bought 8,457 iShares Core High Dividend ETF shares in Q2 2026, an estimated $230K.
iShares Core High Dividend ETF made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #146 holding.
Symphony Financial first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.