BSTWA
HDV

Blake Schutter Theil Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Blake Schutter Theil 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 		$5.41M Buy
197,526
+24,151
+14% +$657K 3.66% 8
2026
Q1 		$4.71M Buy
173,375
+3,385
+2% +$90.1K 3.84% 5
2025
Q4 		$4.13M Sell
169,990
-30
-0% -$730 3.4% 6
2025
Q3 		$4.16M Buy
+170,020
New +$4.11M 4.12% 5

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's HDV Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 14% in Q2 2026, buying an estimated $657K and bringing the position to 197,526 shares worth $5.41M. The position accounts for 3.66% of the portfolio, ranked #8.

Blake Schutter Theil Wealth Advisors first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 197,526 shares of iShares Core High Dividend ETF worth $5.41M as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors bought 24,151 iShares Core High Dividend ETF shares in Q2 2026, an estimated $657K.
  • iShares Core High Dividend ETF made up 3.66% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.