APW
HDV

Allied Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Allied Private Wealth’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 		$87.7K Buy
+3,150
New +$85.7K 0.06% 184

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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
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
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM