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Position history for MFMerit Financial Group, LLC's holdings in ISHARES TR

Yes. Merit Financial Group holds 106,815 shares of HDV, worth $2.9M, as of its Q2 2026 13F filing. It increased the position by 68,424 shares (+178.2%) from Q1 2026. Merit Financial Group has held HDV in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$2.9M

Current Shares

106,815

Total Value Change

+$1.9M

Total Shares Change

+98,087

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
106,815
+178.2%
$2.9M0.0%$27.08
42
2026-Q1
Decreased
38,391
-6.0%
$5.2M0.0%$26.64
0
2025-Q4
Decreased
40,849
-5.1%
$5M0.0%$23.72
0
2025-Q3
Decreased
43,025
-3.1%
$5.3M0.0%$23.64
0
2025-Q2
Increased
44,400
+481.6%
$5.2M0.1%$22.45
44
2025-Q1
Increased
7,634
+7.6%
$924,5790.0%$23.02
27
2024-Q4
Decreased
7,092
-18.7%
$796,1300.0%$21.20
0
2024-Q3
Increased
8,728
+2.5%
$1M0.0%$21.99
26

Other major holders of HDV: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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