HDV (HDV)

The iShares Core High Dividend ETF (HDV) offers a consistent 3% dividend yield, making it suitable for income-focused investors. However, it trails peers like SCHD and DGRO in long-term total returns and dividend growth. Its recent outperformance was linked to temporary market trends in 2022, and its defensive sector focus suggests slower growth moving forward.

This article details Capital Advisors, Ltd. LLC's investment history in the iShares Core High Dividend ETF (HDV). As of June 30, 2026, the firm holds 213,758 shares valued at $5.86 million, representing 0.59% of their portfolio. Despite multiple purchases and sales since 2018Q3, their current estimated gain on HDV holdings is a loss of $2.36 million, or -22.07%.

This article details PETTYJOHN, WOOD & WHITE, INC's historical holdings in the iShares Core High Dividend ETF (HDV). As of June 30, 2026, the firm held 48,100 shares valued at $1.32 million, representing 0.19% of their portfolio. The investment firm has an estimated unrealized loss of $431,286.14 on these holdings, reflecting a -17.05% gain to date.

This article details Houlihan Financial Resource Group, Ltd.'s investment history in the iShares Core High Dividend ETF (HDV). As of June 30, 2026, the firm holds 188,448 shares valued at $5.17 million, representing 1.84% of its portfolio. The investment began in Q4 2019 and has resulted in an estimated gain of $332,670.02 to date.

The article analyzes the iShares Core High Dividend ETF (HDV), launched in 2011, as a smart beta ETF focusing on large-cap value stocks with high dividend yields. It highlights HDV's low expense ratio of 0.08%, its significant assets under management ($14.98 billion), and its strong year-to-date performance of 22.12%. The ETF is primarily exposed to Healthcare, Consumer Staples, and Energy sectors, with top holdings including Exxonmobil, Abbvie, and Chevron.