CVA Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

CVA Family Office’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	$121K	Hold	4,425	–	–	0.01%	435
2026 Q1	$120K	Hold	4,425	–	–	0.01%	414
2025 Q4	$108K	Hold	4,425	–	–	0.01%	406
2025 Q3	$108K	Hold	4,425	–	–	0.01%	402
2025 Q2	$104K	Hold	4,425	–	–	0.01%	397
2025 Q1	$107K	Sell	4,425 -1,510	-25%	-$35.3K	0.02%	379
2024 Q4	$133K	Hold	5,935	–	–	0.02%	339
2024 Q3	$140K	Sell	5,935 -305	-5%	-$6.98K	0.02%	314
2024 Q2	$136K	Sell	6,240 -10,825	-63%	-$236K	0.02%	305
2024 Q1	$376K	Sell	17,065 -9,375	-35%	-$197K	0.07%	174
2023 Q4	$539K	Sell	26,440 -10,275	-28%	-$202K	0.11%	124
2023 Q3	$726K	Sell	36,715 -4,750	-11%	-$97.2K	0.17%	101
2023 Q2	$836K	Hold	41,465	–	–	0.18%	88
2023 Q1	$843K	Hold	41,465	–	–	0.19%	80
2022 Q4	$864K	Hold	41,465	–	–	0.21%	79
2022 Q3	$757K	Hold	41,465	–	–	0.21%	83
2022 Q2	$833K	Hold	41,465	–	–	0.23%	74
2022 Q1	$886K	Hold	41,465	–	–	0.21%	74
2021 Q4	$838K	Sell	41,465 -1,500	-3%	-$29.4K	0.21%	75
2021 Q3	$692K	Buy	42,965 +1,500	+4%	+$29K	0.5%	39
2021 Q2	$801K	Hold	41,465	–	–	0.23%	68
2021 Q1	$787K	Sell	41,465 -1,500	-3%	-$27.4K	0.3%	50
2020 Q4	$753K	Hold	42,965	–	–	0.46%	43
2020 Q3	$692K	Hold	42,965	–	–	0.5%	39
2020 Q2	$697K	Hold	42,965	–	–	0.57%	37
2020 Q1	$615K	Buy	+42,965	New	+$759K	0.62%	37

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 22.9% 1-Year Est. Return

CVA Family Office's HDV Position: Q2 2026 in Review

CVA Family Office held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 4,425 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #435.

CVA Family Office first reported a position in HDV in Q1 2020 and has held it in 26 quarters since. The position peaked at $886K in Q1 2022. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

CVA Family Office held 4,425 shares of iShares Core High Dividend ETF worth $121K as of Q2 2026.
CVA Family Office left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #435 holding.
CVA Family Office first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 26 quarters since.
CVA Family Office's iShares Core High Dividend ETF position peaked at $886K in Q1 2022.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.