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

Aviso Financial’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	$7.06K	Hold	260	–	–	﹤0.01%	293
2025 Q4	$6.33K	Hold	260	–	–	﹤0.01%	296
2025 Q3	$6.37K	Hold	260	–	–	﹤0.01%	298
2025 Q2	$6.09K	Hold	260	–	–	﹤0.01%	305
2025 Q1	$6.29K	Buy	+260	New	+$6.08K	﹤0.01%	306

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

Aviso Financial's HDV Position: Q1 2026 in Review

Aviso Financial held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 260 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Aviso Financial first reported a position in HDV in Q1 2025 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Aviso Financial held 260 shares of iShares Core High Dividend ETF worth $7.06K as of Q1 2026.
Aviso Financial left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #293 holding.
Aviso Financial first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 5 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.