CCWA
HDV

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.27M Hold
82,875
– – 0.03% 145
2026
Q1 		$2.25M Hold
82,875
– – 0.03% 138
2025
Q4 		$2.02M Sell
82,875
-970
-1% -$23.6K 0.03% 135
2025
Q3 		$2.05M Sell
83,845
-425
-0.5% -$10.3K 0.03% 131
2025
Q2 		$1.97M Sell
84,270
-1,805
-2% -$41.6K 0.03% 131
2025
Q1 		$2.09M Buy
86,075
+830
+1% +$19.4K 0.04% 124
2024
Q4 		$1.91M Buy
85,245
+25
+0% +$587 0.04% 115
2024
Q3 		$2M Buy
85,220
+2,705
+3% +$61.9K 0.05% 115
2024
Q2 		$1.79M Hold
82,515
– – 0.04% 115
2024
Q1 		$1.82M Sell
82,515
-7,465
-8% -$157K 0.04% 109
2023
Q4 		$1.84M Hold
89,980
– – 0.05% 109
2023
Q3 		$1.78M Sell
89,980
-2,375
-3% -$48.6K 0.05% 101
2023
Q2 		$1.86M Hold
92,355
– – 0.05% 107
2023
Q1 		$1.88M Buy
92,355
+8,400
+10% +$172K 0.06% 106
2022
Q4 		$1.75M Buy
+83,955
New +$1.72M 0.07% 112
2022
Q3 		– Sell
-83,355
Closed -$1.67M – 107
2022
Q2 		$1.67M Sell
83,355
-2,505
-3% -$52.9K 0.07% 112
2022
Q1 		$1.84M Sell
85,860
-75
-0.1% -$1.56K 0.07% 111
2021
Q4 		$1.74M Sell
85,935
-1,260
-1% -$24.7K 0.06% 104
2021
Q3 		$1.64M Hold
87,195
– – 0.06% 111
2021
Q2 		$1.68M Sell
87,195
-6,730
-7% -$131K 0.07% 113
2021
Q1 		$1.78M Sell
93,925
-5,060
-5% -$92.3K 0.08% 102
2020
Q4 		$1.74M Hold
98,985
– – 0.09% 95
2020
Q3 		$1.59M Sell
98,985
-375
-0.4% -$6.24K 0.09% 91
2020
Q2 		$1.61M Buy
+99,360
New +$1.6M 0.1% 90
2019
Q4 		$9.8M Sell
499,515
-274,910
-35% -$5.25M 0.78% 23
2019
Q3 		$14.6M Sell
774,425
-60,360
-7% -$1.13M 1.27% 21
2019
Q2 		$15.8M Buy
834,785
+31,830
+4% +$597K 1.58% 18
2019
Q1 		$15M Buy
802,955
+489,100
+156% +$8.78M 1.64% 17
2018
Q4 		$5.3M Sell
313,855
-23,120
-7% -$411K 0.53% 37
2018
Q3 		$6.1M Sell
336,975
-48,630
-13% -$862K 0.57% 35
2018
Q2 		$6.55M Sell
385,605
-14,235
-4% -$242K 0.64% 34
2018
Q1 		$6.76M Buy
399,840
+5,610
+1% +$99K 0.68% 34
2017
Q4 		$7.11M Buy
394,230
+57,825
+17% +$1.01M 0.73% 31
2017
Q3 		$5.78M Sell
336,405
-209,290
-38% -$3.53M 0.61% 33
2017
Q2 		$9.07M Buy
545,695
+75,310
+16% +$1.26M 1.01% 28
2017
Q1 		$7.89M Sell
470,385
-174,310
-27% -$2.91M 0.88% 26
2016
Q4 		$10.6M Sell
644,695
-11,910
-2% -$192K 1.21% 24
2016
Q3 		$10.7M Buy
656,605
+420,425
+178% +$6.92M 1.3% 23
2016
Q2 		$3.88M Sell
236,180
-151,395
-39% -$2.41M 0.56% 32
2016
Q1 		$6.05M Buy
387,575
+34,290
+10% +$509K 0.95% 23
2015
Q4 		$5.19M Sell
353,285
-383,640
-52% -$5.67M 0.87% 25
2015
Q3 		$10.3M Buy
736,925
+278,485
+61% +$4.04M 1.93% 14
2015
Q2 		$6.75M Buy
+458,440
New +$7.01M 1.35% 15

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HDV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 82,875 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #145.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HDV in Q2 2015 and has held it in 43 quarters since. The position peaked at $15.8M in Q2 2019. 367 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 82,875 shares of iShares Core High Dividend ETF worth $2.27M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2015 and has held it in 43 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core High Dividend ETF position peaked at $15.8M in Q2 2019.
  • 367 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.