Zullo Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

Zullo Investment Group’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	$514K	Hold	18,750	–	–	0.18%	95
2026 Q1	$509K	Hold	18,750	–	–	0.19%	92
2025 Q4	$456K	Hold	18,750	–	–	0.17%	98
2025 Q3	$459K	Hold	18,750	–	–	0.17%	98
2025 Q2	$439K	Hold	18,750	–	–	0.18%	95
2025 Q1	$454K	Hold	18,750	–	–	0.19%	90
2024 Q4	$421K	Hold	18,750	–	–	0.17%	95
2024 Q3	$441K	Hold	18,750	–	–	0.18%	90
2024 Q2	$408K	Hold	18,750	–	–	0.18%	95
2024 Q1	$413K	Hold	18,750	–	–	0.19%	94
2023 Q4	$382K	Hold	18,750	–	–	0.2%	99
2023 Q3	$371K	Hold	18,750	–	–	0.22%	93
2023 Q2	$378K	Buy	18,750 +250	+1%	+$5.03K	0.22%	91
2023 Q1	$376K	Hold	18,500	–	–	0.23%	89
2022 Q4	$386K	Hold	18,500	–	–	0.24%	85
2022 Q3	$338K	Hold	18,500	–	–	0.22%	86
2022 Q2	$372K	Hold	18,500	–	–	0.23%	83
2022 Q1	$395K	Hold	18,500	–	–	0.21%	93
2021 Q4	$374K	Buy	+18,500	New	+$363K	0.19%	104

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Zullo Investment Group's HDV Position: Q2 2026 in Review

Zullo Investment Group held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 18,750 shares worth $514K. The position accounts for 0.18% of the portfolio, ranked #95.

Zullo Investment Group first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Zullo Investment Group held 18,750 shares of iShares Core High Dividend ETF worth $514K as of Q2 2026.
Zullo Investment Group left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.18% of Zullo Investment Group's portfolio in Q2 2026, its #95 holding.
Zullo Investment Group first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.