Ashton Thomas Private Wealth
HDV icon

Ashton Thomas Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Ashton Thomas Private Wealth’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 		$661K Buy
23,628
+991
+4% +$28.5K 0.01% 688
2026
Q2 		$620K Sell
22,637
-423
-2% -$11.5K 0.01% 709
2026
Q1 		$626K Buy
23,060
+1,310
+6% +$34.9K 0.01% 669
2025
Q4 		$529K Sell
21,750
-115
-0.5% -$2.8K 0.01% 644
2025
Q3 		$535K Buy
21,865
+4,770
+28% +$115K 0.01% 632
2025
Q2 		$401K Sell
17,095
-765
-4% -$17.6K 0.01% 625
2025
Q1 		$433K Buy
17,860
+195
+1% +$4.56K 0.02% 585
2024
Q4 		$397K Buy
+17,665
New +$415K 0.02% 580
2024
Q3 		– Sell
-680
Closed -$14.8K – 1137
2024
Q2 		$14.8K Buy
+680
New +$14.8K ﹤0.01% 1229

Other funds holding HDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Ashton Thomas Private Wealth's HDV Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core High Dividend ETF (HDV) stake by 4.4% in Q3 2026, buying an estimated $28.5K and bringing the position to 23,628 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #688.

Ashton Thomas Private Wealth first reported a position in HDV in Q2 2024 and has held it in 9 quarters since. 616 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Ashton Thomas Private Wealth held 23,628 shares of iShares Core High Dividend ETF worth $661K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 991 iShares Core High Dividend ETF shares in Q3 2026, an estimated $28.5K.
  • iShares Core High Dividend ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #688 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.