CAM
HDV

Clarity Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Clarity Asset Management’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
-655
Closed -$17.7K – 151
2026
Q1 		$17.7K Buy
655
+5
+0.8% +$133 0.01% 205
2025
Q4 		$15.8K Hold
650
– – 0.01% 180
2025
Q3 		$15.9K Buy
650
+5
+0.8% +$121 0.01% 181
2025
Q2 		$15.2K Hold
645
– – 0.01% 186
2025
Q1 		$15.6K Hold
645
– – 0.01% 157
2024
Q4 		$14.5K Buy
645
+5
+0.8% +$117 0.01% 154
2024
Q3 		$15.1K Hold
640
– – 0.01% 141
2024
Q2 		$13.9K Hold
640
– – 0.01% 139
2024
Q1 		$14.1K Buy
640
+5
+0.8% +$105 0.01% 143
2023
Q4 		$13K Buy
+635
New +$12.5K 0.01% 145

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Clarity Asset Management's HDV Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 655 shares — an estimated $17.7K sold.

Clarity Asset Management first reported a position in HDV in Q4 2023 and held it in 10 quarters. The position peaked at $17.7K in Q1 2026. 278 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 655 iShares Core High Dividend ETF shares in Q2 2026, an estimated $17.7K.
  • Clarity Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares Core High Dividend ETF position peaked at $17.7K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.