Atlas Legacy Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Atlas Legacy 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
2026 Q2	$1.78M	Sell	64,780 -15,655	-19%	-$426K	0.26%	65
2026 Q1	$2.18M	Sell	80,435 -935	-1%	-$24.9K	0.4%	50
2025 Q4	$1.98M	Buy	81,370 +15,690	+24%	+$382K	0.35%	57
2025 Q3	$1.61M	Buy	65,680 +1,020	+2%	+$24.6K	0.31%	61
2025 Q2	$1.52M	Sell	64,660 -25,285	-28%	-$583K	0.33%	60
2025 Q1	$2.14M	Buy	89,945 +33,065	+58%	+$773K	0.54%	43
2024 Q4	$1.28M	Buy	+56,880	New	+$1.34M	0.31%	51

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Legacy Advisors's HDV Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 19% in Q2 2026, selling an estimated $426K and leaving 64,780 shares worth $1.78M. The position accounts for 0.26% of the portfolio, ranked #65.

Atlas Legacy Advisors first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Atlas Legacy Advisors held 64,780 shares of iShares Core High Dividend ETF worth $1.78M as of Q2 2026.
Atlas Legacy Advisors sold 15,655 iShares Core High Dividend ETF shares in Q2 2026, an estimated $426K.
iShares Core High Dividend ETF made up 0.26% of Atlas Legacy Advisors's portfolio in Q2 2026, its #65 holding.
Atlas Legacy Advisors first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares Core High Dividend ETF position peaked at $2.18M in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.