Ausdal Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Ausdal Financial Partners’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 Q1	$691K	Buy	25,455 +7,905	+45%	+$210K	0.03%	483
2025 Q4	$427K	Buy	17,550 +2,490	+17%	+$60.6K	0.02%	610
2025 Q3	$369K	Buy	+15,060	New	+$364K	0.02%	658
2022 Q4	–	Sell	-11,665	Closed	-$213K	–	464
2022 Q3	$213K	Sell	11,665 -1,130	-9%	-$22.8K	0.03%	397
2022 Q2	$257K	Buy	+12,795	New	+$270K	0.04%	373
2020 Q1	–	Sell	-11,015	Closed	-$209K	–	313
2019 Q4	$209K	Hold	11,015	–	–	0.06%	300
2019 Q3	$207K	Hold	11,015	–	–	0.07%	281
2019 Q2	$210K	Hold	11,015	–	–	0.08%	268
2019 Q1	$206K	Buy	+11,015	New	+$198K	0.08%	248
2018 Q4	–	Sell	-12,080	Closed	-$219K	–	304
2018 Q3	$219K	Sell	12,080 -50	-0.4%	-$887	0.06%	352
2018 Q2	$206K	Sell	12,130 -35	-0.3%	-$595	0.06%	364
2018 Q1	$206K	Sell	12,165 -225	-2%	-$3.97K	0.07%	322
2017 Q4	$223K	Hold	12,390	–	–	0.08%	311
2017 Q3	$213K	Buy	12,390 +5	+0%	+$84	0.08%	297
2017 Q2	$206K	Sell	12,385 -6,445	-34%	-$108K	0.09%	281
2017 Q1	$316K	Buy	18,830 +4,310	+30%	+$71.9K	0.14%	187
2016 Q4	$239K	Buy	+14,520	New	+$234K	0.11%	211
2016 Q1	–	Sell	-2,580	Closed	-$38K	–	563
2015 Q4	$38K	Buy	+2,580	New	+$38.2K	0.02%	541

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ausdal Financial Partners's HDV Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Core High Dividend ETF (HDV) stake by 45% in Q1 2026, buying an estimated $210K and bringing the position to 25,455 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #483.

Ausdal Financial Partners first reported a position in HDV in Q4 2015 and has held it in 18 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Ausdal Financial Partners held 25,455 shares of iShares Core High Dividend ETF worth $691K as of Q1 2026.
Ausdal Financial Partners bought 7,905 iShares Core High Dividend ETF shares in Q1 2026, an estimated $210K.
iShares Core High Dividend ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #483 holding.
Ausdal Financial Partners first reported a position in iShares Core High Dividend ETF in Q4 2015 and has held it in 18 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.