ARS Wealth Advisors Group
HDV icon

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
Q3 		$334K Sell
11,947
-1,668
-12% -$48K 0.02% 170
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

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

ARS Wealth Advisors Group's HDV Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its iShares Core High Dividend ETF (HDV) stake by 12% in Q3 2026, selling an estimated $48K and leaving 11,947 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #170.

ARS Wealth Advisors Group first reported a position in HDV in Q3 2021 and has held it in 21 quarters since. The position peaked at $626K in Q1 2022. 354 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • ARS Wealth Advisors Group held 11,947 shares of iShares Core High Dividend ETF worth $334K as of Q3 2026.
  • ARS Wealth Advisors Group sold 1,668 iShares Core High Dividend ETF shares in Q3 2026, an estimated $48K.
  • iShares Core High Dividend ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #170 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Core High Dividend ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's iShares Core High Dividend ETF position peaked at $626K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.