Clarus Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Clarus 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
2025 Q2	–	Sell	-76,450	Closed	-$1.72M	–	90
2025 Q1	$1.72M	Buy	+76,450	New	+$1.79M	0.92%	27
2019 Q3	–	Sell	-2,060	Closed	-$39K	–	313
2019 Q2	$39K	Hold	2,060	–	–	0.03%	299
2019 Q1	$38K	Hold	2,060	–	–	0.03%	336
2018 Q4	$35K	Hold	2,060	–	–	0.06%	318
2018 Q3	$37K	Hold	2,060	–	–	0.02%	339
2018 Q2	$35K	Buy	+2,060	New	+$35K	0.03%	338

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Clarus Wealth Advisors's HDV Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 76,450 shares — an estimated $1.72M sold.

Clarus Wealth Advisors first reported a position in HDV in Q2 2018 and held it in 6 quarters. The position peaked at $1.72M in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Clarus Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 76,450 iShares Core High Dividend ETF shares in Q2 2025, an estimated $1.72M.
Clarus Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2018 and held it in 6 quarters.
Clarus Wealth Advisors's iShares Core High Dividend ETF position peaked at $1.72M in Q1 2025.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.