AIA
HDV

AIMZ Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

AIMZ Investment Advisors’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
2025
Q3 		– Sell
-8,900
Closed -$209K – 129
2025
Q2 		$209K Buy
8,900
+50
+0.6% +$1.15K 0.07% 122
2025
Q1 		$214K Buy
+8,850
New +$207K 0.07% 120
2024
Q4 		– Sell
-8,750
Closed -$206K – 125
2024
Q3 		$206K Buy
+8,750
New +$200K 0.07% 121
2022
Q3 		– Sell
-10,475
Closed -$210K – 108
2022
Q2 		$210K Buy
10,475
+30
+0.3% +$634 0.1% 105
2022
Q1 		$223K Sell
10,445
-210
-2% -$4.36K 0.09% 110
2021
Q4 		$215K Sell
10,655
-2,190
-17% -$42.9K 0.08% 111
2021
Q3 		$242K Buy
12,845
+60
+0.5% +$1.16K 0.11% 105
2021
Q2 		$247K Buy
12,785
+60
+0.5% +$1.17K 0.11% 104
2021
Q1 		$241K Buy
12,725
+65
+0.5% +$1.19K 0.12% 100
2020
Q4 		$222K Buy
12,660
+75
+0.6% +$1.27K 0.12% 102
2020
Q3 		$203K Buy
12,585
+75
+0.6% +$1.25K 0.12% 96
2020
Q2 		$203K Buy
+12,510
New +$202K 0.13% 93
2020
Q1 		– Sell
-10,710
Closed -$210K – 94
2019
Q4 		$210K Buy
+10,710
New +$204K 0.14% 93

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AIMZ Investment Advisors's HDV Position: Q3 2025 in Review

AIMZ Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 8,900 shares — an estimated $209K sold.

AIMZ Investment Advisors first reported a position in HDV in Q4 2019 and held it in 13 quarters. The position peaked at $247K in Q2 2021. 781 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

  • AIMZ Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • AIMZ Investment Advisors sold 8,900 iShares Core High Dividend ETF shares in Q3 2025, an estimated $209K.
  • AIMZ Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 13 quarters.
  • AIMZ Investment Advisors's iShares Core High Dividend ETF position peaked at $247K in Q2 2021.
  • 781 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on AIMZ Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.