CWA
HDV

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

Crusonia Wealth 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 		$754K Hold
27,515
– – 0.12% 118
2026
Q1 		$747K Hold
27,515
– – 0.15% 94
2025
Q4 		$669K Buy
+27,515
New +$669K 0.15% 94

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 22.9% 1-Year Est. Return

Crusonia Wealth Advisors's HDV Position: Q2 2026 in Review

Crusonia Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 27,515 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #118.

Crusonia Wealth Advisors first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Crusonia Wealth Advisors held 27,515 shares of iShares Core High Dividend ETF worth $754K as of Q2 2026.
  • Crusonia Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.12% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Crusonia Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.