Planning Strategies Inc.’s iShares Core High Dividend ETF HDV Stock Holding History

Planning Strategies Inc.’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	$1.18M	Buy	+42,918	New	+$1.17M	0.73%	24

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Planning Strategies Inc.'s HDV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 42,918 shares worth $1.18M. The stake represents 0.73% of the portfolio and ranks #24 among its holdings.

334 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Planning Strategies Inc. held 42,918 shares of iShares Core High Dividend ETF worth $1.18M as of Q2 2026.
iShares Core High Dividend ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Core High Dividend ETF made up 0.73% of Planning Strategies Inc.'s portfolio in Q2 2026, its #24 holding.
334 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.