Vision Retirement’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$126K Buy
4,610
+1,280
+38% +$34.8K 0.03% 161
2026
Q1
$90.4K Sell
3,330
-1,680
-34% -$44.7K 0.03% 164
2025
Q4
$122K Buy
+5,010
New +$122K 0.03% 157

Other funds holding HDV

Vision Retirement's HDV Position: Q2 2026 in Review

Vision Retirement increased its iShares Core High Dividend ETF (HDV) stake by 38% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,610 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #161.

Vision Retirement first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Vision Retirement held 4,610 shares of iShares Core High Dividend ETF worth $126K as of Q2 2026.
  • Vision Retirement bought 1,280 iShares Core High Dividend ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Core High Dividend ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #161 holding.
  • Vision Retirement first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.