Cetera Investment Advisers
HDV

Cetera Investment Advisers’s iShares Core High Dividend ETF HDV Stock Holding History

Cetera Investment Advisers’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 		$97.1M Buy
3,542,948
+292,133
+9% +$7.95M 0.09% 232
2026
Q1 		$88.2M Buy
3,250,815
+545,755
+20% +$14.5M 0.09% 209
2025
Q4 		$65.8M Buy
2,705,060
+160,295
+6% +$3.9M 0.07% 263
2025
Q3 		$62.3M Buy
2,544,765
+744,875
+41% +$18M 0.07% 259
2025
Q2 		$42.2M Buy
1,799,890
+48,780
+3% +$1.12M 0.07% 278
2025
Q1 		$42.4M Buy
1,751,110
+91,665
+6% +$2.14M 0.08% 246
2024
Q4 		$37.3M Sell
1,659,445
-600,120
-27% -$14.1M 0.08% 255
2024
Q3 		$53.2M Buy
2,259,565
+647,360
+40% +$14.8M 0.12% 171
2024
Q2 		$35M Buy
1,612,205
+6,265
+0.4% +$136K 0.08% 240
2024
Q1 		$35.4M Buy
1,605,940
+1,305,660
+435% +$27.4M 0.08% 243
2023
Q4 		$6.13M Sell
300,280
-51,135
-15% -$1.01M 0.05% 377
2023
Q3 		$6.95M Sell
351,415
-279,865
-44% -$5.73M 0.06% 311
2023
Q2 		$12.7M Sell
631,280
-41,210
-6% -$829K 0.11% 175
2023
Q1 		$13.7M Sell
672,490
-264,320
-28% -$5.43M 0.12% 153
2022
Q4 		$19.5M Buy
936,810
+13,805
+1% +$282K 0.18% 107
2022
Q3 		$16.9M Buy
923,005
+155,555
+20% +$3.14M 0.34% 56
2022
Q2 		$15.4M Buy
767,450
+408,285
+114% +$8.62M 0.25% 82
2022
Q1 		$7.68M Buy
359,165
+14,535
+4% +$302K 0.11% 201
2021
Q4 		$6.96M Buy
344,630
+14,500
+4% +$284K 0.1% 222
2021
Q3 		$6.22M Buy
330,130
+34,490
+12% +$667K 0.1% 225
2021
Q2 		$5.71M Buy
295,640
+55,330
+23% +$1.07M 0.09% 245
2021
Q1 		$4.56M Buy
240,310
+77,400
+48% +$1.41M 0.09% 243
2020
Q4 		$2.86M Buy
162,910
+26,890
+20% +$455K 0.06% 342
2020
Q3 		$2.19M Buy
136,020
+4,600
+4% +$76.5K 0.18% 135
2020
Q2 		$2.13M Buy
131,420
+6,395
+5% +$103K 0.2% 129
2020
Q1 		$1.79M Buy
125,025
+19,520
+19% +$345K 0.22% 123
2019
Q4 		$2.07M Buy
105,505
+18,285
+21% +$349K 0.21% 124
2019
Q3 		$1.64M Buy
87,220
+8,370
+11% +$157K 0.2% 131
2019
Q2 		$1.49M Buy
78,850
+16,585
+27% +$311K 0.19% 128
2019
Q1 		$1.16M Buy
62,265
+5,335
+9% +$95.8K 0.16% 147
2018
Q4 		$960K Buy
56,930
+8,990
+19% +$160K 0.16% 153
2018
Q3 		$868K Buy
47,940
+17,335
+57% +$307K 0.12% 184
2018
Q2 		$519K Sell
30,605
-1,645
-5% -$28K 0.09% 239
2018
Q1 		$544K Sell
32,250
-3,495
-10% -$61.7K 0.1% 220
2017
Q4 		$644K Sell
35,745
-440
-1% -$7.7K 0.12% 204
2017
Q3 		$621K Sell
36,185
-4,680
-11% -$78.9K 0.14% 195
2017
Q2 		$679K Sell
40,865
-5,625
-12% -$94.4K 0.17% 164
2017
Q1 		$777K Buy
46,490
+18,295
+65% +$305K 0.21% 126
2016
Q4 		$463K Buy
28,195
+4,665
+20% +$75.1K 0.15% 175
2016
Q3 		$380K Sell
23,530
-30,255
-56% -$498K 0.16% 162
2016
Q2 		$886K Buy
53,785
+3,070
+6% +$48.9K 0.35% 89
2016
Q1 		$791K Buy
50,715
+3,940
+8% +$58.5K 0.34% 82
2015
Q4 		$688K Buy
+46,775
New +$692K 0.32% 96

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's HDV Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core High Dividend ETF (HDV) stake by 9% in Q2 2026, buying an estimated $7.95M and bringing the position to 3,542,948 shares worth $97.1M. The position accounts for 0.09% of the portfolio, ranked #232.

Cetera Investment Advisers first reported a position in HDV in Q4 2015 and has held it in 43 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cetera Investment Advisers held 3,542,948 shares of iShares Core High Dividend ETF worth $97.1M as of Q2 2026.
  • Cetera Investment Advisers bought 292,133 iShares Core High Dividend ETF shares in Q2 2026, an estimated $7.95M.
  • iShares Core High Dividend ETF made up 0.09% of Cetera Investment Advisers's portfolio in Q2 2026, its #232 holding.
  • Cetera Investment Advisers first reported a position in iShares Core High Dividend ETF in Q4 2015 and has held it in 43 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.