AIA
HDV

Armor Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Armor Investment 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
2025
Q2 		– Sell
-9,165
Closed -$222K – 158
2025
Q1 		$222K Hold
9,165
– – 0.09% 91
2024
Q4 		$206K Hold
9,165
– – 0.08% 95
2024
Q3 		$216K Buy
+9,165
New +$210K 0.09% 97
2024
Q2 		– Sell
-9,170
Closed -$202K – 159
2024
Q1 		$202K Buy
+9,170
New +$193K 0.1% 102
2018
Q3 		– Sell
-2,175
Closed -$37K – 145
2018
Q2 		$37K Hold
2,175
– – 0.03% 123
2018
Q1 		$37K Hold
2,175
– – 0.03% 123
2017
Q4 		$39K Buy
+2,175
New +$38.1K 0.04% 119

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Armor Investment Advisors's HDV Position: Q2 2025 in Review

Armor Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 9,165 shares — an estimated $222K sold.

Armor Investment Advisors first reported a position in HDV in Q4 2017 and held it in 7 quarters. The position peaked at $222K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Armor Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Armor Investment Advisors sold 9,165 iShares Core High Dividend ETF shares in Q2 2025, an estimated $222K.
  • Armor Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 7 quarters.
  • Armor Investment Advisors's iShares Core High Dividend ETF position peaked at $222K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Armor Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.