AWM
HDV

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
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

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return