AC
HDV

Apella Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Apella Capital’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 		$533K Sell
18,960
-45
-0.2% -$1.22K 0.01% 463
2026
Q1 		$509K Buy
+19,005
New +$506K 0.01% 467

Other funds holding HDV

Wealth Enhancement Advisory Services
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
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM

Apella Capital's HDV Position: Q2 2026 in Review

Apella Capital reduced its iShares Core High Dividend ETF (HDV) stake by 0.24% in Q2 2026, selling an estimated $1.22K and leaving 18,960 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #463.

Apella Capital first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Apella Capital held 18,960 shares of iShares Core High Dividend ETF worth $533K as of Q2 2026.
  • Apella Capital sold 45 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.22K.
  • iShares Core High Dividend ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #463 holding.
  • Apella Capital first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.