Cora Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Cora Capital 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	$1.48M	Sell	53,971 -9	-0%	-$245	0.42%	35
2026 Q1	$1.47M	Sell	53,980 -83,260	-61%	-$2.22M	0.49%	33
2025 Q4	$3.34M	Buy	137,240 +6,110	+5%	+$149K	1.3%	19
2025 Q3	$3.21M	Buy	131,130 +2,115	+2%	+$51.1K	1.37%	18
2025 Q2	$3.02M	Buy	129,015 +14,455	+13%	+$333K	1.35%	17
2025 Q1	$2.78M	Buy	114,560 +6,970	+6%	+$163K	1.33%	16
2024 Q4	$2.42M	Sell	107,590 -285	-0.3%	-$6.7K	1.16%	19
2024 Q3	$2.54M	Sell	107,875 -110	-0.1%	-$2.52K	1.25%	19
2024 Q2	$2.35M	Buy	107,985 +830	+0.8%	+$18.1K	1.21%	21
2024 Q1	$2.36M	Buy	107,155 +4,635	+5%	+$97.4K	1.26%	21
2023 Q4	$2.09M	Sell	102,520 -35,940	-26%	-$708K	1.23%	22
2023 Q3	$2.74M	Buy	138,460 +7,485	+6%	+$153K	1.84%	14
2023 Q2	$2.64M	Buy	130,975 +5,765	+5%	+$116K	1.75%	17
2023 Q1	$2.55M	Buy	+125,210	New	+$2.57M	1.9%	15

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

Cora Capital Advisors's HDV Position: Q2 2026 in Review

Cora Capital Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.02% in Q2 2026, selling an estimated $245 and leaving 53,971 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #35.

Cora Capital Advisors first reported a position in HDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q4 2025. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Cora Capital Advisors held 53,971 shares of iShares Core High Dividend ETF worth $1.48M as of Q2 2026.
Cora Capital Advisors sold 9 iShares Core High Dividend ETF shares in Q2 2026, an estimated $245.
iShares Core High Dividend ETF made up 0.42% of Cora Capital Advisors's portfolio in Q2 2026, its #35 holding.
Cora Capital Advisors first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Cora Capital Advisors's iShares Core High Dividend ETF position peaked at $3.34M in Q4 2025.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.