AIP
HDV

Avail Investment Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Avail Investment 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
Q2 		$1.82M Sell
66,424
-716
-1% -$19.5K 1.4% 16
2026
Q1 		$1.82M Buy
+67,140
New +$1.79M 1.95% 11

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avail Investment Partners's HDV Position: Q2 2026 in Review

Avail Investment Partners reduced its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, selling an estimated $19.5K and leaving 66,424 shares worth $1.82M. The position accounts for 1.4% of the portfolio, ranked #16.

Avail Investment Partners first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.82M in Q1 2026. 876 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Avail Investment Partners held 66,424 shares of iShares Core High Dividend ETF worth $1.82M as of Q2 2026.
  • Avail Investment Partners sold 716 iShares Core High Dividend ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Core High Dividend ETF made up 1.4% of Avail Investment Partners's portfolio in Q2 2026, its #16 holding.
  • Avail Investment Partners first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Avail Investment Partners's iShares Core High Dividend ETF position peaked at $1.82M in Q1 2026.
  • 876 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.