AWAG
HDV

ARS Wealth Advisors Group’s iShares Core High Dividend ETF HDV Stock Holding History

ARS Wealth Advisors Group’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 		$373K Sell
13,615
-475
-3% -$12.9K 0.03% 163
2026
Q1 		$382K Buy
14,090
+20
+0.1% +$532 0.03% 140
2025
Q4 		$342K Sell
14,070
-310
-2% -$7.54K 0.03% 136
2025
Q3 		$352K Sell
14,380
-225
-2% -$5.44K 0.03% 129
2025
Q2 		$342K Buy
14,605
+30
+0.2% +$691 0.04% 125
2025
Q1 		$353K Buy
14,575
+25
+0.2% +$584 0.05% 107
2024
Q4 		$327K Sell
14,550
-40
-0.3% -$940 0.04% 115
2024
Q3 		$343K Buy
14,590
+35
+0.2% +$801 0.04% 123
2024
Q2 		$316K Sell
14,555
-5,230
-26% -$114K 0.04% 120
2024
Q1 		$436K Buy
19,785
+3,480
+21% +$73.2K 0.06% 105
2023
Q4 		$333K Buy
16,305
+1,195
+8% +$23.5K 0.05% 110
2023
Q3 		$299K Sell
15,110
-2,835
-16% -$58K 0.05% 111
2023
Q2 		$362K Hold
17,945
– – 0.06% 103
2023
Q1 		$365K Hold
17,945
– – 0.07% 90
2022
Q4 		$374K Sell
17,945
-11,390
-39% -$233K 0.06% 96
2022
Q3 		$536K Hold
29,335
– – 0.08% 92
2022
Q2 		$589K Buy
29,335
+60
+0.2% +$1.27K 0.08% 96
2022
Q1 		$626K Buy
29,275
+90
+0.3% +$1.87K 0.11% 70
2021
Q4 		$589K Sell
29,185
-125
-0.4% -$2.45K 0.1% 80
2021
Q3 		$553K Buy
+29,310
New +$567K 0.1% 77

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ARS Wealth Advisors Group's HDV Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its iShares Core High Dividend ETF (HDV) stake by 3.4% in Q2 2026, selling an estimated $12.9K and leaving 13,615 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #163.

ARS Wealth Advisors Group first reported a position in HDV in Q3 2021 and has held it in 20 quarters since. The position peaked at $626K in Q1 2022. 348 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • ARS Wealth Advisors Group held 13,615 shares of iShares Core High Dividend ETF worth $373K as of Q2 2026.
  • ARS Wealth Advisors Group sold 475 iShares Core High Dividend ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Core High Dividend ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #163 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Core High Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's iShares Core High Dividend ETF position peaked at $626K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.