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

Arbor Trust 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	$205K	Buy	7,491 +51	+0.7%	+$1.39K	0.08%	93
2026 Q1	$202K	Buy	+7,440	New	+$198K	0.09%	89

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arbor Trust Wealth Advisors's HDV Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.69% in Q2 2026, buying an estimated $1.39K and bringing the position to 7,491 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #93.

Arbor Trust Wealth Advisors first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Arbor Trust Wealth Advisors held 7,491 shares of iShares Core High Dividend ETF worth $205K as of Q2 2026.
Arbor Trust Wealth Advisors bought 51 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.39K.
iShares Core High Dividend ETF made up 0.08% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Arbor Trust Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.