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

Cresta 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 Q3	$1.27M	Buy	45,524 +6,471	+17%	+$186K	0.56%	30
2026 Q2	$1.07M	Sell	39,053 -3,317	-8%	-$90.2K	0.38%	32
2026 Q1	$1.15M	Buy	42,370 +3,800	+10%	+$101K	0.47%	31
2025 Q4	$938K	Buy	38,570 +2,500	+7%	+$60.8K	0.39%	33
2025 Q3	$883K	Sell	36,070 -9,685	-21%	-$234K	0.39%	32
2025 Q2	$1.07M	Buy	45,755 +4,345	+10%	+$100K	0.52%	29
2025 Q1	$1M	Buy	41,410 +6,080	+17%	+$142K	0.52%	31
2024 Q4	$831K	Hold	35,330	–	–	0.43%	31
2024 Q3	$831K	Sell	35,330 -300	-0.8%	-$6.87K	0.43%	31
2024 Q2	$775K	Sell	35,630 -340	-0.9%	-$7.4K	0.46%	31
2024 Q1	$793K	Sell	35,970 -195	-0.5%	-$4.1K	0.5%	31
2023 Q4	$738K	Buy	36,165 +240	+0.7%	+$4.73K	0.49%	31
2023 Q3	$711K	Buy	35,925 +3,950	+12%	+$80.8K	0.55%	30
2023 Q2	$645K	Buy	+31,975	New	+$644K	0.5%	31

Other funds holding HDV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Cresta Advisors's HDV Position: Q3 2026 in Review

Cresta Advisors increased its iShares Core High Dividend ETF (HDV) stake by 17% in Q3 2026, buying an estimated $186K and bringing the position to 45,524 shares worth $1.27M. The position accounts for 0.56% of the portfolio, ranked #30.

Cresta Advisors first reported a position in HDV in Q2 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Cresta Advisors held 45,524 shares of iShares Core High Dividend ETF worth $1.27M as of Q3 2026.
Cresta Advisors bought 6,471 iShares Core High Dividend ETF shares in Q3 2026, an estimated $186K.
iShares Core High Dividend ETF made up 0.56% of Cresta Advisors's portfolio in Q3 2026, its #30 holding.
Cresta Advisors first reported a position in iShares Core High Dividend ETF in Q2 2023 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.