Advus Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Advus Financial Partners’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	$811K	Sell	28,994 -10,317	-26%	-$297K	0.23%	68
2026 Q2	$1.08M	Sell	39,311 -58,074	-60%	-$1.58M	0.31%	61
2026 Q1	$2.64M	Sell	97,385 -229,000	-70%	-$6.1M	1%	21
2025 Q4	$7.94M	Buy	326,385 +7,575	+2%	+$184K	2.85%	7
2025 Q3	$7.81M	Sell	318,810 -10,540	-3%	-$255K	2.9%	7
2025 Q2	$7.72M	Sell	329,350 -6,345	-2%	-$146K	3.05%	7
2025 Q1	$8.13M	Buy	335,695 +14,750	+5%	+$345K	3.48%	7
2024 Q4	$7.21M	Sell	320,945 -9,385	-3%	-$221K	3.09%	8
2024 Q3	$7.77M	Sell	330,330 -1,860	-0.6%	-$42.6K	3.27%	7
2024 Q2	$7.22M	Sell	332,190 -300	-0.1%	-$6.53K	3.22%	7
2024 Q1	$7.33M	Buy	332,490 +7,595	+2%	+$160K	3.26%	7
2023 Q4	$6.63M	Buy	324,895 +3,020	+0.9%	+$59.5K	3.24%	7
2023 Q3	$6.43M	Sell	321,875 -25,120	-7%	-$514K	3.45%	7
2023 Q2	$6.99M	Buy	346,995 +8,710	+3%	+$175K	3.72%	6
2023 Q1	$6.88M	Buy	338,285 +158,545	+88%	+$3.25M	3.78%	7
2022 Q4	$3.75M	Buy	179,740 +30,830	+21%	+$631K	2.12%	14
2022 Q3	$2.72M	Buy	148,910 +36,850	+33%	+$745K	1.93%	14
2022 Q2	$2.25M	Buy	+112,060	New	+$2.37M	1.55%	16

Other funds holding HDV

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Advus Financial Partners's HDV Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares Core High Dividend ETF (HDV) stake by 26% in Q3 2026, selling an estimated $297K and leaving 28,994 shares worth $811K. The position accounts for 0.23% of the portfolio, ranked #68.

Advus Financial Partners first reported a position in HDV in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.13M in Q1 2025. 805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Advus Financial Partners held 28,994 shares of iShares Core High Dividend ETF worth $811K as of Q3 2026.
Advus Financial Partners sold 10,317 iShares Core High Dividend ETF shares in Q3 2026, an estimated $297K.
iShares Core High Dividend ETF made up 0.23% of Advus Financial Partners's portfolio in Q3 2026, its #68 holding.
Advus Financial Partners first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 18 quarters since.
Advus Financial Partners's iShares Core High Dividend ETF position peaked at $8.13M in Q1 2025.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.