Armis Advisers
HDV icon

Armis Advisers’s iShares Core High Dividend ETF HDV Stock Holding History

Armis Advisers’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 		$314K Buy
10,818
+370
+4% +$10.6K 0.03% 366
2026
Q2 		$289K Buy
10,448
+7
+0.1% +$190 0.03% 370
2026
Q1 		$284K Buy
10,441
+1
+0% +$27 0.03% 363
2025
Q4 		$276K Buy
10,440
+1,780
+21% +$43.3K 0.03% 337
2025
Q3 		$205K Hold
8,660
– – 0.02% 308
2025
Q2 		$207K Buy
+8,660
New +$200K 0.02% 450

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Armis Advisers's HDV Position: Q3 2026 in Review

Armis Advisers increased its iShares Core High Dividend ETF (HDV) stake by 3.5% in Q3 2026, buying an estimated $10.6K and bringing the position to 10,818 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #366.

Armis Advisers first reported a position in HDV in Q2 2025 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Armis Advisers held 10,818 shares of iShares Core High Dividend ETF worth $314K as of Q3 2026.
  • Armis Advisers bought 370 iShares Core High Dividend ETF shares in Q3 2026, an estimated $10.6K.
  • iShares Core High Dividend ETF made up 0.03% of Armis Advisers's portfolio in Q3 2026, its #366 holding.
  • Armis Advisers first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.