Avantax Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Avantax Advisory Services’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	$16.2M	Buy	691,930 +63,755	+10%	+$1.47M	0.09%	176
2025 Q1	$15.2M	Buy	628,175 +22,410	+4%	+$524K	0.09%	166
2024 Q4	$13.6M	Buy	605,765 +27,055	+5%	+$636K	0.09%	173
2024 Q3	$13.6M	Buy	578,710 +1,435	+0.2%	+$32.9K	0.09%	170
2024 Q2	$12.5M	Buy	577,275 +39,220	+7%	+$854K	0.09%	171
2024 Q1	$11.9M	Buy	538,055 +9,830	+2%	+$207K	0.11%	149
2023 Q4	$10.8M	Sell	528,225 -83,885	-14%	-$1.65M	0.11%	148
2023 Q3	$12.1M	Sell	612,110 -578,980	-49%	-$11.8M	0.14%	116
2023 Q2	$24M	Buy	1,191,090 +22,945	+2%	+$462K	0.27%	52
2023 Q1	$23.8M	Buy	1,168,145 +110,965	+10%	+$2.28M	0.29%	46
2022 Q4	$22M	Sell	1,057,180 -31,465	-3%	-$644K	0.29%	43
2022 Q3	$19.9M	Sell	1,088,645 -24,075	-2%	-$486K	0.31%	42
2022 Q2	$22.4M	Buy	1,112,720 +248,240	+29%	+$5.24M	0.34%	37
2022 Q1	$18.5M	Buy	864,480 +202,215	+31%	+$4.2M	0.25%	63
2021 Q4	$13.4M	Buy	662,265 +15,560	+2%	+$305K	0.2%	85
2021 Q3	$12.2M	Buy	646,705 +3,755	+0.6%	+$72.7K	0.2%	80
2021 Q2	$12.4M	Buy	642,950 +32,625	+5%	+$634K	0.23%	73
2021 Q1	$11.6M	Sell	610,325 -125,235	-17%	-$2.28M	0.25%	70
2020 Q4	$12.9M	Sell	735,560 -150,200	-17%	-$2.54M	0.31%	54
2020 Q3	$14.3M	Sell	885,760 -85,440	-9%	-$1.42M	0.23%	78
2020 Q2	$15.7M	Buy	971,200 +73,290	+8%	+$1.18M	0.45%	37
2020 Q1	$12.9M	Buy	897,910 +42,305	+5%	+$747K	0.38%	41
2019 Q4	$16.8M	Buy	855,605 +684,990	+401%	+$13.1M	0.39%	37
2019 Q3	$3.21M	Buy	170,615 +14,065	+9%	+$264K	0.13%	84
2019 Q2	$2.96M	Buy	156,550 +21,065	+16%	+$395K	0.13%	83
2019 Q1	$2.53M	Buy	135,485 +100,180	+284%	+$1.8M	0.13%	84
2018 Q4	$597K	Buy	+35,305	New	+$628K	0.1%	196

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's HDV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core High Dividend ETF (HDV) stake by 10% in Q2 2025, buying an estimated $1.47M and bringing the position to 691,930 shares worth $16.2M. The position accounts for 0.09% of the portfolio, ranked #176.

Avantax Advisory Services first reported a position in HDV in Q4 2018 and has held it in 27 quarters since. The position peaked at $24M in Q2 2023. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Avantax Advisory Services held 691,930 shares of iShares Core High Dividend ETF worth $16.2M as of Q2 2025.
Avantax Advisory Services bought 63,755 iShares Core High Dividend ETF shares in Q2 2025, an estimated $1.47M.
iShares Core High Dividend ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #176 holding.
Avantax Advisory Services first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Core High Dividend ETF position peaked at $24M in Q2 2023.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.