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

Accel 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 Q3	$252K	Buy	8,996 +30	+0.3%	+$864	0.05%	256
2026 Q2	$246K	Sell	8,966 -89	-1%	-$2.42K	0.06%	255
2026 Q1	$246K	Sell	9,055 -480	-5%	-$12.8K	0.06%	233
2025 Q4	$232K	Buy	9,535 +785	+9%	+$19.1K	0.06%	246
2025 Q3	$214K	Sell	8,750 -100	-1%	-$2.42K	0.06%	259
2025 Q2	$207K	Buy	8,850 +500	+6%	+$11.5K	0.07%	246
2025 Q1	$202K	Buy	+8,350	New	+$195K	0.07%	238
2023 Q2	–	Sell	-6,230	Closed	-$127K	–	456
2023 Q1	$127K	Buy	6,230 +35	+0.6%	+$718	0.05%	283
2022 Q4	$129K	Buy	6,195 +705	+13%	+$14.4K	0.06%	209
2022 Q3	$106K	Buy	5,490 +160	+3%	+$3.23K	0.06%	237
2022 Q2	$107K	Buy	5,330 +15	+0.3%	+$317	0.06%	224
2022 Q1	$114K	Buy	5,315 +550	+12%	+$11.4K	0.06%	238
2021 Q4	$96K	Sell	4,765 -1,230	-21%	-$24.1K	0.05%	265
2021 Q3	$113K	Buy	5,995 +15	+0.3%	+$290	0.07%	202
2021 Q2	$115K	Buy	5,980 +15	+0.3%	+$291	0.08%	214
2021 Q1	$113K	Buy	5,965 +15	+0.3%	+$274	0.09%	198
2020 Q4	$104K	Buy	+5,950	New	+$101K	0.1%	201

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Accel Wealth Management's HDV Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.33% in Q3 2026, buying an estimated $864 and bringing the position to 8,996 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #256.

Accel Wealth Management first reported a position in HDV in Q4 2020 and has held it in 17 quarters since. 666 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Accel Wealth Management held 8,996 shares of iShares Core High Dividend ETF worth $252K as of Q3 2026.
Accel Wealth Management bought 30 iShares Core High Dividend ETF shares in Q3 2026, an estimated $864.
iShares Core High Dividend ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #256 holding.
Accel Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 17 quarters since.
666 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.