AIA
HDV

Aventus Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Aventus Investment 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 		$64.4K Sell
2,350
-81,750
-97% -$2.22M 0.05% 47
2026
Q1 		$2.28M Sell
84,100
-3,160
-4% -$84.1K 1.93% 12
2025
Q4 		$2.12M Sell
87,260
-6,330
-7% -$154K 1.72% 14
2025
Q3 		$2.29M Sell
93,590
-2,040
-2% -$49.3K 1.95% 13
2025
Q2 		$2.24M Buy
+95,630
New +$2.2M 2.01% 13

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM

Aventus Investment Advisors's HDV Position: Q2 2026 in Review

Aventus Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 97% in Q2 2026, selling an estimated $2.22M and leaving 2,350 shares worth $64.4K. The position accounts for 0.05% of the portfolio, ranked #47.

Aventus Investment Advisors first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q3 2025. 283 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Aventus Investment Advisors held 2,350 shares of iShares Core High Dividend ETF worth $64.4K as of Q2 2026.
  • Aventus Investment Advisors sold 81,750 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.22M.
  • iShares Core High Dividend ETF made up 0.05% of Aventus Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Aventus Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's iShares Core High Dividend ETF position peaked at $2.29M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.