B. Riley Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

B. Riley Wealth 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	$504K	Buy	18,216 +1,036	+6%	+$28.2K	0.03%	471
2026 Q1	$465K	Sell	17,180 -890	-5%	-$23.7K	0.03%	457
2025 Q4	$439K	Sell	18,070 -2,780	-13%	-$67.6K	0.02%	575
2025 Q3	$511K	Sell	20,850 -3,755	-15%	-$90.7K	0.02%	521
2025 Q2	$577K	Buy	+24,605	New	+$567K	0.03%	484
2024 Q4	$767K	Sell	34,175 -55,805	-62%	-$1.31M	0.03%	541
2024 Q3	$2.12M	Buy	89,980 +39,350	+78%	+$901K	0.06%	305
2024 Q2	$1.1M	Sell	50,630 -31,125	-38%	-$678K	0.03%	504
2024 Q1	$1.63M	Buy	81,755 +21,510	+36%	+$452K	0.04%	405
2023 Q4	$1.23M	Sell	60,245 -21,510	-26%	-$424K	0.03%	465
2023 Q3	$1.63M	Buy	81,755 +9,495	+13%	+$194K	0.04%	405
2023 Q2	$1.46M	Buy	72,260 +140	+0.2%	+$2.82K	0.03%	459
2023 Q1	$1.47M	Sell	72,120 -114,170	-61%	-$2.34M	0.04%	443
2022 Q4	$3.88M	Sell	186,290 -31,970	-15%	-$654K	0.11%	205
2022 Q3	$3.99M	Sell	218,260 -239,995	-52%	-$4.85M	0.12%	181
2022 Q2	$9.21M	Buy	458,255 +63,855	+16%	+$1.35M	0.39%	54
2022 Q1	$8.43M	Buy	394,400 +2,485	+0.6%	+$51.6K	0.28%	75
2021 Q4	$7.92M	Sell	391,915 -14,410	-4%	-$283K	0.23%	94
2021 Q3	$7.66M	Buy	406,325 +9,745	+2%	+$189K	0.24%	87
2021 Q2	$7.66M	Sell	396,580 -27,785	-7%	-$540K	0.25%	84
2021 Q1	$8.05M	Buy	424,365 +395,555	+1,373%	+$7.22M	0.28%	76
2020 Q4	$506K	Buy	28,810 +4,940	+21%	+$83.7K	0.03%	541
2020 Q3	$385K	Sell	23,870 -24,410	-51%	-$406K	0.02%	631
2020 Q2	$784K	Buy	48,280 +14,395	+42%	+$232K	0.05%	327
2020 Q1	$485K	Buy	33,885 +1,735	+5%	+$30.6K	0.04%	394
2019 Q4	$631K	Buy	32,150 +8,170	+34%	+$156K	0.05%	350
2019 Q3	$452K	Buy	23,980 +1,355	+6%	+$25.5K	0.04%	438
2019 Q2	$428K	Buy	22,625 +7,255	+47%	+$136K	0.05%	433
2019 Q1	$287K	Sell	15,370 -89,275	-85%	-$1.6M	0.04%	516
2018 Q4	$1.77M	Buy	104,645 +91,845	+718%	+$1.63M	0.25%	88
2018 Q3	$232K	Buy	+12,800	New	+$227K	0.03%	593
2016 Q4	–	Sell	-14,865	Closed	-$242K	–	577
2016 Q3	$242K	Sell	14,865 -6,065	-29%	-$99.8K	0.05%	473
2016 Q2	$345K	Buy	20,930 +5,560	+36%	+$88.5K	0.07%	355
2016 Q1	$240K	Buy	15,370 +1,685	+12%	+$25K	0.06%	414
2015 Q4	$201K	Sell	13,685 -13,115	-49%	-$194K	0.04%	488
2015 Q3	$373K	Buy	26,800 +2,315	+9%	+$33.6K	0.09%	290
2015 Q2	$361K	Sell	24,485 -4,775	-16%	-$73K	0.09%	280
2015 Q1	$439K	Buy	29,260 +3,075	+12%	+$47.1K	0.11%	254
2014 Q4	$401	Buy	26,185 +4,000	+18%	+$61K	0.01%	1005
2014 Q3	$334K	Sell	22,185 -11,615	-34%	-$175K	0.09%	319
2014 Q2	$255K	Buy	33,800 +18,285	+118%	+$269K	0.06%	370
2014 Q1	$222K	Sell	15,515 -115	-0.7%	-$1.59K	0.07%	350
2013 Q4	$220K	Buy	+15,630	New	+$216K	0.07%	315
2013 Q3	–	Sell	-31,950	Closed	-$424K	–	699
2013 Q2	$424K	Buy	+31,950	New	+$432K	0.14%	171

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

B. Riley Wealth Advisors's HDV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 6% in Q2 2026, buying an estimated $28.2K and bringing the position to 18,216 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #471.

B. Riley Wealth Advisors first reported a position in HDV in Q2 2013 and has held it in 44 quarters since. The position peaked at $9.21M in Q2 2022. 328 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

B. Riley Wealth Advisors held 18,216 shares of iShares Core High Dividend ETF worth $504K as of Q2 2026.
B. Riley Wealth Advisors bought 1,036 iShares Core High Dividend ETF shares in Q2 2026, an estimated $28.2K.
iShares Core High Dividend ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #471 holding.
B. Riley Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2013 and has held it in 44 quarters since.
B. Riley Wealth Advisors's iShares Core High Dividend ETF position peaked at $9.21M in Q2 2022.
328 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.