Abundance Wealth Counselors’s iShares Core High Dividend ETF HDV Stock Holding History

Abundance Wealth Counselors’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 Q1	$489K	Sell	18,025 -1,275	-7%	-$33.9K	0.07%	147
2025 Q4	$469K	Buy	+19,300	New	+$469K	0.08%	126
2025 Q1	–	Sell	-91,955	Closed	-$2.06M	–	153
2024 Q4	$2.06M	Buy	91,955 +68,670	+295%	+$1.61M	0.45%	35
2024 Q3	$548K	Hold	23,285	–	–	0.11%	108
2024 Q2	$506K	Sell	23,285 -1,045	-4%	-$22.8K	0.23%	58
2024 Q1	$536K	Sell	24,330 -84,605	-78%	-$1.78M	0.12%	101
2023 Q4	$2.22M	Buy	+108,935	New	+$2.15M	0.58%	26

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Abundance Wealth Counselors's HDV Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its iShares Core High Dividend ETF (HDV) stake by 6.6% in Q1 2026, selling an estimated $33.9K and leaving 18,025 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #147.

Abundance Wealth Counselors first reported a position in HDV in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2023. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Abundance Wealth Counselors held 18,025 shares of iShares Core High Dividend ETF worth $489K as of Q1 2026.
Abundance Wealth Counselors sold 1,275 iShares Core High Dividend ETF shares in Q1 2026, an estimated $33.9K.
iShares Core High Dividend ETF made up 0.07% of Abundance Wealth Counselors's portfolio in Q1 2026, its #147 holding.
Abundance Wealth Counselors first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 7 quarters since.
Abundance Wealth Counselors's iShares Core High Dividend ETF position peaked at $2.22M in Q4 2023.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.