CWS
HDV

Cypress Wealth Services’s iShares Core High Dividend ETF HDV Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-20,935
Closed -$337K – 371
2020
Q3 		$337K Buy
+20,935
New +$348K 0.09% 179

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Cypress Wealth Services's HDV Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Core High Dividend ETF (HDV) stake by 0.47% in Q2 2026, selling an estimated $2.07K and leaving 16,054 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #264.

Cypress Wealth Services first reported a position in HDV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.42M in Q2 2022. 336 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cypress Wealth Services held 16,054 shares of iShares Core High Dividend ETF worth $440K as of Q2 2026.
  • Cypress Wealth Services sold 76 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.07K.
  • iShares Core High Dividend ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #264 holding.
  • Cypress Wealth Services first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's iShares Core High Dividend ETF position peaked at $2.42M in Q2 2022.
  • 336 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.