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 Q2	$494K	Hold	18,025	–	–	0.03%	178
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Abundance Wealth Counselors's HDV Position: Q2 2026 in Review

Abundance Wealth Counselors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 18,025 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #178.

Abundance Wealth Counselors first reported a position in HDV in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2023. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Abundance Wealth Counselors held 18,025 shares of iShares Core High Dividend ETF worth $494K as of Q2 2026.
Abundance Wealth Counselors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.03% of Abundance Wealth Counselors's portfolio in Q2 2026, its #178 holding.
Abundance Wealth Counselors first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 8 quarters since.
Abundance Wealth Counselors's iShares Core High Dividend ETF position peaked at $2.22M in Q4 2023.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.