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

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

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

Accel Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 0.98% in Q2 2026, selling an estimated $2.42K and leaving 8,966 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #255.

Accel Wealth Management first reported a position in HDV in Q4 2020 and has held it in 16 quarters since. The position peaked at $246K in Q1 2026. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Accel Wealth Management held 8,966 shares of iShares Core High Dividend ETF worth $246K as of Q2 2026.
Accel Wealth Management sold 89 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.42K.
iShares Core High Dividend ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #255 holding.
Accel Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 16 quarters since.
Accel Wealth Management's iShares Core High Dividend ETF position peaked at $246K in Q1 2026.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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