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

Cahill 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	$4.41M	Sell	160,794 -1,196	-0.7%	-$32.5K	0.42%	42
2026 Q1	$4.4M	Sell	161,990 -515	-0.3%	-$13.7K	0.48%	38
2025 Q4	$3.95M	Sell	162,505 -1,620	-1%	-$39.4K	0.43%	43
2025 Q3	$4.02M	Buy	164,125 +50	+0%	+$1.21K	0.46%	43
2025 Q2	$3.84M	Sell	164,075 -95	-0.1%	-$2.19K	0.48%	39
2025 Q1	$3.98M	Sell	164,170 -970	-0.6%	-$22.7K	0.54%	34
2024 Q4	$3.71M	Sell	165,140 -265	-0.2%	-$6.23K	0.5%	33
2024 Q3	$3.89M	Sell	165,405 -465	-0.3%	-$10.6K	0.53%	33
2024 Q2	$3.61M	Buy	165,870 +3,190	+2%	+$69.5K	0.49%	40
2024 Q1	$3.59M	Sell	162,680 -3,595	-2%	-$75.6K	0.49%	40
2023 Q4	$3.39M	Sell	166,275 -1,705	-1%	-$33.6K	0.5%	40
2023 Q3	$3.32M	Buy	167,980 +1,520	+0.9%	+$31.1K	0.55%	36
2023 Q2	$3.36M	Sell	166,460 -830	-0.5%	-$16.7K	0.54%	38
2023 Q1	$3.4M	Buy	167,290 +2,805	+2%	+$57.6K	0.6%	37
2022 Q4	$3.43M	Buy	164,485 +16,935	+11%	+$347K	0.66%	33
2022 Q3	$2.69M	Buy	147,550 +10,170	+7%	+$206K	0.57%	45
2022 Q2	$2.76M	Buy	137,380 +6,240	+5%	+$132K	0.59%	42
2022 Q1	$2.8M	Buy	131,140 +14,090	+12%	+$292K	0.53%	48
2021 Q4	$2.36M	Buy	117,050 +14,015	+14%	+$275K	0.46%	51
2021 Q3	$1.94M	Buy	103,035 +19,770	+24%	+$383K	0.4%	62
2021 Q2	$1.61M	Buy	83,265 +10,045	+14%	+$195K	0.36%	61
2021 Q1	$1.39M	Buy	73,220 +30,595	+72%	+$558K	0.34%	69
2020 Q4	$747K	Buy	42,625 +22,935	+116%	+$388K	0.19%	103
2020 Q3	$317K	Buy	19,690 +1,465	+8%	+$24.4K	0.11%	129
2020 Q2	$296K	Buy	+18,225	New	+$294K	0.11%	132

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

Cahill Financial Advisors's HDV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.74% in Q2 2026, selling an estimated $32.5K and leaving 160,794 shares worth $4.41M. The position accounts for 0.42% of the portfolio, ranked #42.

Cahill Financial Advisors first reported a position in HDV in Q2 2020 and has held it in 25 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Cahill Financial Advisors held 160,794 shares of iShares Core High Dividend ETF worth $4.41M as of Q2 2026.
Cahill Financial Advisors sold 1,196 iShares Core High Dividend ETF shares in Q2 2026, an estimated $32.5K.
iShares Core High Dividend ETF made up 0.42% of Cahill Financial Advisors's portfolio in Q2 2026, its #42 holding.
Cahill Financial Advisors first reported a position in iShares Core High Dividend ETF in Q2 2020 and has held it in 25 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.