AWM
HDV

Abound Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Abound Wealth Management’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 		$9.05K Buy
+330
New +$8.97K ﹤0.01% 487
2022
Q4 		– Sell
-225
Closed -$4.11K – 756
2022
Q3 		$4.11K Buy
+225
New +$4.55K ﹤0.01% 387

Other funds holding HDV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM

Abound Wealth Management's HDV Position: Q2 2026 in Review

Abound Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 330 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in HDV as recently as Q3 2022.

Abound Wealth Management first reported a position in HDV in Q3 2022 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Abound Wealth Management held 330 shares of iShares Core High Dividend ETF worth $9.05K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Abound Wealth Management position in Q2 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Abound Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.