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

Atlas Private Wealth 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	$2.74M	Sell	99,878 -1,532	-2%	-$41.7K	0.6%	32
2026 Q1	$2.75M	Buy	101,410 +5,800	+6%	+$154K	0.65%	30
2025 Q4	$2.33M	Buy	95,610 +670	+0.7%	+$16.3K	0.54%	38
2025 Q3	$2.33M	Sell	94,940 -85,655	-47%	-$2.07M	0.57%	35
2025 Q2	$4.23M	Buy	180,595 +2,200	+1%	+$50.7K	0.54%	37
2025 Q1	$4.32M	Sell	178,395 -2,555	-1%	-$59.7K	0.6%	35
2024 Q4	$4.06M	Buy	180,950 +8,560	+5%	+$201K	0.58%	30
2024 Q3	$4.06M	Sell	172,390 -10,110	-6%	-$231K	0.59%	27
2024 Q2	$3.97M	Buy	182,500 +95,500	+110%	+$2.08M	0.64%	25
2024 Q1	$1.92M	Sell	87,000 -45,950	-35%	-$966K	0.64%	26
2023 Q4	$2.71M	Sell	132,950 -5,315	-4%	-$105K	0.5%	26
2023 Q3	$2.73M	Sell	138,265 -775	-0.6%	-$15.9K	0.52%	33
2023 Q2	$2.8M	Buy	139,040 +76,540	+122%	+$1.54M	0.57%	30
2023 Q1	$1.27M	Buy	62,500 +30	+0%	+$616	0.59%	30
2022 Q4	$1.3M	Buy	62,470 +35	+0.1%	+$716	0.69%	29
2022 Q3	$1.14M	Sell	62,435 -210	-0.3%	-$4.24K	0.68%	31
2022 Q2	$1.26M	Buy	62,645 +15	+0%	+$317	0.75%	31
2022 Q1	$1.34M	Sell	62,630 -980	-2%	-$20.3K	0.59%	36
2021 Q4	$1.28M	Buy	63,610 +800	+1%	+$15.7K	0.59%	46
2021 Q3	$1.18M	Buy	62,810 +6,915	+12%	+$134K	0.62%	33
2021 Q2	$1.08M	Sell	55,895 -13,050	-19%	-$254K	0.58%	33
2021 Q1	$1.31M	Buy	68,945 +18,350	+36%	+$335K	0.73%	28
2020 Q4	$887K	Buy	50,595 +20,035	+66%	+$339K	0.6%	35
2020 Q3	$492K	Buy	30,560 +5,040	+20%	+$83.9K	0.41%	56
2020 Q2	$414K	Buy	+25,520	New	+$412K	0.37%	67

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 Private Wealth Advisors's HDV Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 1.5% in Q2 2026, selling an estimated $41.7K and leaving 99,878 shares worth $2.74M. The position accounts for 0.6% of the portfolio, ranked #32.

Atlas Private Wealth Advisors first reported a position in HDV in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.32M in Q1 2025. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Atlas Private Wealth Advisors held 99,878 shares of iShares Core High Dividend ETF worth $2.74M as of Q2 2026.
Atlas Private Wealth Advisors sold 1,532 iShares Core High Dividend ETF shares in Q2 2026, an estimated $41.7K.
iShares Core High Dividend ETF made up 0.6% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Atlas Private Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares Core High Dividend ETF position peaked at $4.32M in Q1 2025.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.