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 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

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

Cresta Advisors's HDV Position: Q2 2026 in Review

Cresta Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 7.8% in Q2 2026, selling an estimated $90.2K and leaving 39,053 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #32.

Cresta Advisors first reported a position in HDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Cresta Advisors held 39,053 shares of iShares Core High Dividend ETF worth $1.07M as of Q2 2026.
Cresta Advisors sold 3,317 iShares Core High Dividend ETF shares in Q2 2026, an estimated $90.2K.
iShares Core High Dividend ETF made up 0.38% of Cresta Advisors's portfolio in Q2 2026, its #32 holding.
Cresta Advisors first reported a position in iShares Core High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Cresta Advisors's iShares Core High Dividend ETF position peaked at $1.15M in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.