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

Willow 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 Q3	$10.3M	Buy	+367,782	New	+$10.6M	9.77%	1

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Willow Financial's HDV Position: Q3 2026 in Review

Willow Financial opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 367,782 shares worth $10.3M. The stake represents 9.77% of the portfolio and ranks #1 among its holdings.

777 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Willow Financial held 367,782 shares of iShares Core High Dividend ETF worth $10.3M as of Q3 2026.
iShares Core High Dividend ETF was a new Willow Financial position in Q3 2026.
iShares Core High Dividend ETF made up 9.77% of Willow Financial's portfolio in Q3 2026, its #1 holding.
777 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.