Cary Street Partners Investment Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.6K Buy
+606
New +$16.5K ﹤0.01% 670
2026
Q1
Sell
-890
Closed -$21.6K 704
2025
Q4
$21.6K Buy
+890
New +$21.6K 0.01% 583
2023
Q4
Sell
-6,240
Closed -$123K 1120
2023
Q3
$123K Buy
6,240
+1,275
+26% +$26.1K 0.01% 655
2023
Q2
$100K Hold
4,965
0.01% 661
2023
Q1
$101K Buy
4,965
+300
+6% +$6.16K 0.01% 591
2022
Q4
$97.3K Buy
+4,665
New +$95.5K 0.01% 593

Other funds holding HDV

Cary Street Partners Investment Advisory's HDV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 606 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in HDV as recently as Q4 2025.

Cary Street Partners Investment Advisory first reported a position in HDV in Q4 2022 and has held it in 6 quarters since. The position peaked at $123K in Q3 2023. 622 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 606 shares of iShares Core High Dividend ETF worth $16.6K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #670 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
  • Cary Street Partners Investment Advisory's iShares Core High Dividend ETF position peaked at $123K in Q3 2023.
  • 622 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.