Central Valley Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Central Valley 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 Q3	–	Sell	-15,157	Closed	-$415K	–	174
2026 Q2	$415K	Buy	15,157 +847	+6%	+$23K	0.11%	129
2026 Q1	$388K	Buy	+14,310	New	+$381K	0.11%	130

Other funds holding HDV

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Central Valley Advisors's HDV Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2026, closing a stake of 15,157 shares — an estimated $415K sold.

Central Valley Advisors first reported a position in HDV in Q1 2026 and held it in 2 quarters. The position peaked at $415K in Q2 2026. 386 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Central Valley Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 15,157 iShares Core High Dividend ETF shares in Q3 2026, an estimated $415K.
Central Valley Advisors first reported a position in iShares Core High Dividend ETF in Q1 2026 and held it in 2 quarters.
Central Valley Advisors's iShares Core High Dividend ETF position peaked at $415K in Q2 2026.
386 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.