Concurrent Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Concurrent Investment 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	$2.46M	Buy	89,609 +56,349	+169%	+$1.53M	0.02%	656
2026 Q1	$903K	Sell	33,260 -2,545	-7%	-$67.7K	0.01%	914
2025 Q4	$871K	Buy	35,805 +2,710	+8%	+$65.9K	0.01%	897
2025 Q3	$810K	Sell	33,095 -20,120	-38%	-$486K	0.01%	724
2025 Q2	$1.25M	Buy	53,215 +25,910	+95%	+$597K	0.02%	543
2025 Q1	$661K	Buy	27,305 +1,630	+6%	+$38.1K	0.02%	659
2024 Q4	$576K	Buy	25,675 +12,075	+89%	+$284K	0.02%	634
2024 Q3	$320K	Buy	13,600 +880	+7%	+$20.1K	0.01%	757
2024 Q2	$277K	Sell	12,720 -2,635	-17%	-$57.4K	0.01%	769
2024 Q1	$338K	Sell	15,355 -1,130	-7%	-$23.8K	0.01%	646
2023 Q4	$336K	Buy	+16,485	New	+$325K	0.02%	616

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concurrent Investment Advisors's HDV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core High Dividend ETF (HDV) stake by 169% in Q2 2026, buying an estimated $1.53M and bringing the position to 89,609 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #656.

Concurrent Investment Advisors first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Concurrent Investment Advisors held 89,609 shares of iShares Core High Dividend ETF worth $2.46M as of Q2 2026.
Concurrent Investment Advisors bought 56,349 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.53M.
iShares Core High Dividend ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #656 holding.
Concurrent Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.