CFS
HDV

CRA Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

CRA Financial Services’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 		$3.31M Buy
120,651
+1
+0% +$27 0.38% 55
2026
Q1 		$3.27M Sell
120,650
-4,540
-4% -$121K 0.43% 53
2025
Q4 		$3.04M Sell
125,190
-265
-0.2% -$6.45K 0.4% 53
2025
Q3 		$3.07M Sell
125,455
-2,975
-2% -$71.9K 0.42% 47
2025
Q2 		$3.01M Sell
128,430
-965
-0.7% -$22.2K 0.46% 46
2025
Q1 		$3.13M Sell
129,395
-1,210
-0.9% -$28.3K 0.54% 42
2024
Q4 		$2.93M Sell
130,605
-520
-0.4% -$12.2K 0.5% 42
2024
Q3 		$3.08M Sell
131,125
-2,160
-2% -$49.5K 0.57% 38
2024
Q2 		$2.9M Sell
133,285
-150
-0.1% -$3.27K 0.58% 36
2024
Q1 		$2.94M Sell
133,435
-450
-0.3% -$9.46K 0.64% 33
2023
Q4 		$2.73M Sell
133,885
-5,615
-4% -$111K 0.67% 30
2023
Q3 		$2.76M Sell
139,500
-6,825
-5% -$140K 0.76% 27
2023
Q2 		$2.95M Sell
146,325
-8,225
-5% -$166K 0.8% 26
2023
Q1 		$3.14M Buy
154,550
+4,000
+3% +$82.1K 0.93% 21
2022
Q4 		$3.14M Buy
150,550
+2,510
+2% +$51.4K 1.03% 18
2022
Q3 		$2.7M Sell
148,040
-500
-0.3% -$10.1K 0.97% 19
2022
Q2 		$2.98M Buy
148,540
+13,995
+10% +$296K 1.02% 18
2022
Q1 		$2.88M Buy
134,545
+870
+0.7% +$18.1K 0.87% 21
2021
Q4 		$2.7M Sell
133,675
-895
-0.7% -$17.5K 0.8% 19
2021
Q3 		$2.54M Sell
134,570
-6,575
-5% -$127K 0.86% 19
2021
Q2 		$2.73M Sell
141,145
-2,240
-2% -$43.5K 0.95% 18
2021
Q1 		$2.72M Hold
143,385
– – 1.05% 18
2020
Q4 		$2.51M Sell
143,385
-500
-0.3% -$8.47K 1.06% 17
2020
Q3 		$2.32M Sell
143,885
-5,375
-4% -$89.4K 1.11% 18
2020
Q2 		$2.42M Sell
149,260
-13,610
-8% -$220K 1.28% 17
2020
Q1 		$2.33M Sell
162,870
-15,010
-8% -$265K 1.49% 15
2019
Q4 		$3.49M Buy
177,880
+365
+0.2% +$6.96K 1.9% 12
2019
Q3 		$3.34M Sell
177,515
-8,535
-5% -$160K 2.02% 11
2019
Q2 		$3.52M Buy
186,050
+7,905
+4% +$148K 2.11% 11
2019
Q1 		$3.32M Sell
178,145
-1,690
-0.9% -$30.3K 2.17% 11
2018
Q4 		$3.04M Buy
+179,835
New +$3.2M 2.19% 10

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CRA Financial Services's HDV Position: Q2 2026 in Review

CRA Financial Services increased its iShares Core High Dividend ETF (HDV) stake by 0% in Q2 2026, buying an estimated $27 and bringing the position to 120,651 shares worth $3.31M. The position accounts for 0.38% of the portfolio, ranked #55.

CRA Financial Services first reported a position in HDV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.52M in Q2 2019. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • CRA Financial Services held 120,651 shares of iShares Core High Dividend ETF worth $3.31M as of Q2 2026.
  • CRA Financial Services bought 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
  • iShares Core High Dividend ETF made up 0.38% of CRA Financial Services's portfolio in Q2 2026, its #55 holding.
  • CRA Financial Services first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's iShares Core High Dividend ETF position peaked at $3.52M in Q2 2019.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.