YANKCOM Partnership’s iShares Core High Dividend ETF HDV Stock Holding History

YANKCOM Partnership’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	$55K	Buy	2,004 +4	+0.2%	+$109	0.02%	189
2026 Q1	$54.4K	Hold	2,000	–	–	0.02%	187
2025 Q4	$48.8K	Hold	2,000	–	–	0.02%	190
2025 Q3	$49.1K	Hold	2,000	–	–	0.02%	184
2025 Q2	$47K	Hold	2,000	–	–	0.02%	179
2025 Q1	$48.6K	Sell	2,000 -5	-0.2%	-$117	0.03%	175
2024 Q4	$45K	Buy	+2,005	New	+$47.1K	0.02%	176

Other funds holding HDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

YANKCOM Partnership's HDV Position: Q2 2026 in Review

YANKCOM Partnership increased its iShares Core High Dividend ETF (HDV) stake by 0.2% in Q2 2026, buying an estimated $109 and bringing the position to 2,004 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #189.

YANKCOM Partnership first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

YANKCOM Partnership held 2,004 shares of iShares Core High Dividend ETF worth $55K as of Q2 2026.
YANKCOM Partnership bought 4 iShares Core High Dividend ETF shares in Q2 2026, an estimated $109.
iShares Core High Dividend ETF made up 0.02% of YANKCOM Partnership's portfolio in Q2 2026, its #189 holding.
YANKCOM Partnership first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
565 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.