Benchmark Financial Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Benchmark Financial 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	$217K	Sell	7,901 -64	-0.8%	-$1.74K	0.05%	136
2026 Q1	$216K	Buy	+7,965	New	+$212K	0.06%	125
2023 Q1	–	Sell	-85,435	Closed	-$1.78M	–	71
2022 Q4	$1.78M	Sell	85,435 -12,895	-13%	-$264K	0.97%	19
2022 Q3	$1.79M	Buy	98,330 +81,790	+494%	+$1.65M	1.06%	20
2022 Q2	$332K	Buy	+16,540	New	+$349K	0.17%	43

Other funds holding HDV

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Benchmark Financial Wealth Advisors's HDV Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.8% in Q2 2026, selling an estimated $1.74K and leaving 7,901 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #136.

Benchmark Financial Wealth Advisors first reported a position in HDV in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2022. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Benchmark Financial Wealth Advisors held 7,901 shares of iShares Core High Dividend ETF worth $217K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 64 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.74K.
iShares Core High Dividend ETF made up 0.05% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 5 quarters since.
Benchmark Financial Wealth Advisors's iShares Core High Dividend ETF position peaked at $1.79M in Q3 2022.
155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.