Atria Wealth Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.02M	Sell	211,105 -242,960	-54%	-$5.6M	0.11%	213
2025 Q1	$11M	Buy	454,065 +61,375	+16%	+$1.43M	0.13%	167
2024 Q4	$8.82M	Sell	392,690 -930,520	-70%	-$21.9M	0.1%	213
2024 Q3	$31.1M	Buy	1,323,210 +197,320	+18%	+$4.52M	0.34%	51
2024 Q2	$24.5M	Buy	1,125,890 +17,830	+2%	+$388K	0.27%	75
2024 Q1	$24.4M	Sell	1,108,060 -19,620	-2%	-$412K	0.28%	73
2023 Q4	$23M	Buy	1,127,680 +47,455	+4%	+$935K	0.29%	69
2023 Q3	$21.4M	Sell	1,080,225 -98,850	-8%	-$2.02M	0.3%	71
2023 Q2	$23.8M	Sell	1,179,075 -47,865	-4%	-$963K	0.32%	59
2023 Q1	$24.9M	Sell	1,226,940 -85,295	-6%	-$1.75M	0.37%	52
2022 Q4	$27.4M	Sell	1,312,235 -55,280	-4%	-$1.13M	0.44%	39
2022 Q3	$25M	Sell	1,367,515 -165,875	-11%	-$3.35M	0.43%	39
2022 Q2	$30.8M	Buy	1,533,390 +579,740	+61%	+$12.2M	0.58%	27
2022 Q1	$20.4M	Buy	+953,650	New	+$19.8M	0.34%	61

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's HDV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core High Dividend ETF (HDV) stake by 54% in Q2 2025, selling an estimated $5.6M and leaving 211,105 shares worth $5.02M. The position accounts for 0.11% of the portfolio, ranked #213.

Atria Wealth Solutions first reported a position in HDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $31.1M in Q3 2024. 758 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Atria Wealth Solutions held 211,105 shares of iShares Core High Dividend ETF worth $5.02M as of Q2 2025.
Atria Wealth Solutions sold 242,960 iShares Core High Dividend ETF shares in Q2 2025, an estimated $5.6M.
iShares Core High Dividend ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #213 holding.
Atria Wealth Solutions first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core High Dividend ETF position peaked at $31.1M in Q3 2024.
758 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.