Trask Adam Roland’s iShares Core High Dividend ETF HDV Stock Holding History

Trask Adam Roland’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	$12.1K	Buy	+445	New	+$11.8K	0.01%	164

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Trask Adam Roland's HDV Position: Q1 2026 in Review

Trask Adam Roland opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 445 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings.

862 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Trask Adam Roland held 445 shares of iShares Core High Dividend ETF worth $12.1K as of Q1 2026.
iShares Core High Dividend ETF was a new Trask Adam Roland position in Q1 2026.
iShares Core High Dividend ETF made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #164 holding.
862 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.