CKAIS
HDV

Christensen King & Associates Investment Services’s iShares Core High Dividend ETF HDV Stock Holding History

Christensen King & Associates Investment Services’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 		– Sell
-7,440
Closed -$202K – 110
2026
Q1 		$202K Buy
+7,440
New +$198K 0.09% 104
2025
Q4 		– Sell
-14,230
Closed -$349K – 109
2025
Q3 		$349K Buy
14,230
+5
+0% +$121 0.15% 76
2025
Q2 		$333K Sell
14,225
-11,765
-45% -$271K 0.15% 74
2025
Q1 		$616K Buy
25,990
+80
+0.3% +$1.87K 0.29% 49
2024
Q4 		$584K Sell
25,910
-155
-0.6% -$3.64K 0.27% 49
2024
Q3 		$613K Buy
26,065
+120
+0.5% +$2.75K 0.29% 50
2024
Q2 		$564K Buy
25,945
+100
+0.4% +$2.18K 0.28% 52
2024
Q1 		$570K Buy
25,845
+80
+0.3% +$1.68K 0.28% 51
2023
Q4 		$526K Buy
+25,765
New +$507K 0.28% 50

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
RW
Regimen Wealth Atlanta, Georgia $371M AUM 14.18% 1-Year Est. Return

Christensen King & Associates Investment Services's HDV Position: Q2 2026 in Review

Christensen King & Associates Investment Services sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 7,440 shares — an estimated $202K sold.

Christensen King & Associates Investment Services first reported a position in HDV in Q4 2023 and held it in 9 quarters. The position peaked at $616K in Q1 2025. 540 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Christensen King & Associates Investment Services reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Christensen King & Associates Investment Services sold 7,440 iShares Core High Dividend ETF shares in Q2 2026, an estimated $202K.
  • Christensen King & Associates Investment Services first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 9 quarters.
  • Christensen King & Associates Investment Services's iShares Core High Dividend ETF position peaked at $616K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.