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Position history for MFMerit Financial Group, LLC's holdings in ISHARES CORE HIGH DIVIDEND E

Merit Financial Group, LLC holds 106,815 shares of HDV (ISHARES CORE HIGH DIVIDEND E), worth $2.9M as of 2026-Q2. The position was increased (+178.2% shares). HDV represents 0.0% of Merit Financial Group, LLC's portfolio.

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%$27.32
42
2026-Q1
Decreased
38,391
-6.0%
$5.2M0.0%$26.88
0
2025-Q4
Decreased
40,849
-5.1%
$5M0.0%$23.94
0
2025-Q3
Decreased
43,025
-3.1%
$5.3M0.0%$23.86
0
2025-Q2
Increased
44,400
+481.6%
$5.2M0.1%$22.65
44
2025-Q1
Increased
7,634
+7.6%
$924,5790.0%$23.23
27
2024-Q4
Decreased
7,092
-18.7%
$796,1300.0%$21.39
0
2024-Q3
Increased
8,728
+2.5%
$1M0.0%$22.19
26

Other major holders of HDV: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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