Amplius Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Amplius Wealth 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
2026 Q2	$915K	Hold	33,370	–	–	0.07%	80
2026 Q1	$906K	Hold	33,370	–	–	0.08%	77
2025 Q4	$812K	Hold	33,370	–	–	0.07%	79
2025 Q3	$817K	Sell	33,370 -455	-1%	-$11K	0.07%	78
2025 Q2	$793K	Hold	33,825	–	–	0.07%	92
2025 Q1	$819K	Hold	33,825	–	–	0.09%	81
2024 Q4	$759K	Sell	33,825 -3,450	-9%	-$81.1K	0.08%	84
2024 Q3	$877K	Hold	37,275	–	–	0.1%	76
2024 Q2	$810K	Hold	37,275	–	–	0.09%	78
2024 Q1	$822K	Sell	37,275 -5,000	-12%	-$105K	0.09%	78
2023 Q4	$862K	Hold	42,275	–	–	0.1%	68
2023 Q3	$836K	Sell	42,275 -1,455	-3%	-$29.8K	0.11%	70
2023 Q2	$882K	Hold	43,730	–	–	0.12%	69
2023 Q1	$889K	Hold	43,730	–	–	0.13%	74
2022 Q4	$912K	Hold	43,730	–	–	0.15%	74
2022 Q3	$798K	Hold	43,730	–	–	0.14%	67
2022 Q2	$878K	Sell	43,730 -5,385	-11%	-$114K	0.14%	64
2022 Q1	$1.05M	Sell	49,115 -1,370	-3%	-$28.4K	0.16%	62
2021 Q4	$1.02M	Buy	+50,485	New	+$990K	0.14%	68

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amplius Wealth Advisors's HDV Position: Q2 2026 in Review

Amplius Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 33,370 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #80.

Amplius Wealth Advisors first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2022. 277 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Amplius Wealth Advisors held 33,370 shares of iShares Core High Dividend ETF worth $915K as of Q2 2026.
Amplius Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Amplius Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core High Dividend ETF position peaked at $1.05M in Q1 2022.
277 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.