Apella Capital
HDV icon

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
Q3 		$576K Buy
20,373
+1,413
+7% +$40.7K 0.01% 480
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Apella Capital's HDV Position: Q3 2026 in Review

Apella Capital increased its iShares Core High Dividend ETF (HDV) stake by 7.5% in Q3 2026, buying an estimated $40.7K and bringing the position to 20,373 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #480.

Apella Capital first reported a position in HDV in Q1 2026 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Apella Capital held 20,373 shares of iShares Core High Dividend ETF worth $576K as of Q3 2026.
  • Apella Capital bought 1,413 iShares Core High Dividend ETF shares in Q3 2026, an estimated $40.7K.
  • iShares Core High Dividend ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #480 holding.
  • Apella Capital first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.