Baron Silver Stevens Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Baron Silver Stevens Financial 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	$3.63M	Sell	132,302 -233	-0.2%	-$6.34K	0.46%	33
2026 Q1	$3.6M	Sell	132,535 -4,120	-3%	-$110K	0.52%	31
2025 Q4	$3.32M	Hold	136,655	–	–	0.48%	32
2025 Q3	$3.35M	Sell	136,655 -1,115	-0.8%	-$26.9K	0.49%	31
2025 Q2	$3.23M	Sell	137,770 -3,955	-3%	-$91.1K	0.52%	30
2025 Q1	$3.43M	Sell	141,725 -12,260	-8%	-$287K	0.6%	28
2024 Q4	$3.46M	Buy	153,985 +3,160	+2%	+$74.3K	0.59%	28
2024 Q3	$3.55M	Sell	150,825 -11,825	-7%	-$271K	0.62%	28
2024 Q2	$3.54M	Sell	162,650 -720	-0.4%	-$15.7K	0.67%	27
2024 Q1	$3.6M	Sell	163,370 -5,910	-3%	-$124K	0.7%	26
2023 Q4	$3.45M	Sell	169,280 -3,000	-2%	-$59.1K	0.72%	26
2023 Q3	$3.41M	Sell	172,280 -10,395	-6%	-$213K	0.77%	24
2023 Q2	$3.68M	Sell	182,675 -7,600	-4%	-$153K	0.81%	24
2023 Q1	$3.87M	Sell	190,275 -24,145	-11%	-$496K	1.01%	22
2022 Q4	$4.47M	Sell	214,420 -3,890	-2%	-$79.6K	1.1%	22
2022 Q3	$3.15M	Sell	218,310 -10,315	-5%	-$208K	0.86%	23
2022 Q2	$4.59M	Sell	228,625 -750	-0.3%	-$15.8K	1.19%	21
2022 Q1	$4.9M	Sell	229,375 -24,155	-10%	-$501K	1.15%	19
2021 Q4	$5.12M	Sell	253,530 -110,545	-30%	-$2.17M	1.21%	20
2021 Q3	$6.86M	Sell	364,075 -212,545	-37%	-$4.11M	1.83%	17
2021 Q2	$11.1M	Sell	576,620 -45,435	-7%	-$883K	3.02%	12
2021 Q1	$11.8M	Sell	622,055 -5,350	-0.9%	-$97.6K	6.42%	6
2020 Q4	$11M	Buy	+627,405	New	+$10.6M	3.77%	9

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's HDV Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.18% in Q2 2026, selling an estimated $6.34K and leaving 132,302 shares worth $3.63M. The position accounts for 0.46% of the portfolio, ranked #33.

Baron Silver Stevens Financial Advisors first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q1 2021. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Baron Silver Stevens Financial Advisors held 132,302 shares of iShares Core High Dividend ETF worth $3.63M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 233 iShares Core High Dividend ETF shares in Q2 2026, an estimated $6.34K.
iShares Core High Dividend ETF made up 0.46% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #33 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Baron Silver Stevens Financial Advisors's iShares Core High Dividend ETF position peaked at $11.8M in Q1 2021.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.