David J. Yvars Group
HDV icon

David J. Yvars Group’s iShares Core High Dividend ETF HDV Stock Holding History

David J. Yvars Group’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 		$701K Buy
25,073
+1,051
+4% +$30.3K 0.32% 41
2026
Q2 		$658K Sell
24,022
-713
-3% -$19.4K 0.31% 46
2026
Q1 		$671K Sell
24,735
-225
-0.9% -$5.99K 0.38% 40
2025
Q4 		$607K Buy
24,960
+900
+4% +$21.9K 0.32% 40
2025
Q3 		$589K Sell
24,060
-455
-2% -$11K 0.32% 42
2025
Q2 		$574K Buy
24,515
+620
+3% +$14.3K 0.34% 39
2025
Q1 		$579K Buy
23,895
+120
+0.5% +$2.8K 0.46% 33
2024
Q4 		$534K Buy
23,775
+9,130
+62% +$215K 0.33% 41
2024
Q3 		$344K Buy
14,645
+95
+0.7% +$2.18K 0.21% 57
2024
Q2 		$316K Buy
14,550
+75
+0.5% +$1.63K 0.2% 56
2024
Q1 		$319K Sell
14,475
-35
-0.2% -$736 0.22% 56
2023
Q4 		$296K Buy
14,510
+175
+1% +$3.45K 0.24% 52
2023
Q3 		$284K Sell
14,335
-3,750
-21% -$76.7K 0.24% 51
2023
Q2 		$365K Sell
18,085
-4,570
-20% -$92K 0.3% 45
2023
Q1 		$461K Buy
22,655
+105
+0.5% +$2.16K 0.42% 41
2022
Q4 		$470K Buy
22,550
+110
+0.5% +$2.25K 0.59% 30
2022
Q3 		$410K Sell
22,440
-1,975
-8% -$39.9K 0.46% 33
2022
Q2 		$495K Buy
24,415
+4,935
+25% +$104K 0.67% 27
2022
Q1 		$416K Buy
19,480
+15
+0.1% +$311 0.29% 48
2021
Q4 		$393K Sell
19,465
-2,050
-10% -$40.2K 0.24% 49
2021
Q3 		$411K Sell
21,515
-4,500
-17% -$87.1K 0.24% 52
2021
Q2 		$502K Buy
26,015
+5,630
+28% +$109K 0.28% 53
2021
Q1 		$387K Buy
20,385
+7,685
+61% +$140K 0.25% 52
2020
Q4 		$223K Buy
+12,700
New +$215K 0.15% 72

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

David J. Yvars Group's HDV Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core High Dividend ETF (HDV) stake by 4.4% in Q3 2026, buying an estimated $30.3K and bringing the position to 25,073 shares worth $701K. The position accounts for 0.32% of the portfolio, ranked #41.

David J. Yvars Group first reported a position in HDV in Q4 2020 and has held it in 24 quarters since. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • David J. Yvars Group held 25,073 shares of iShares Core High Dividend ETF worth $701K as of Q3 2026.
  • David J. Yvars Group bought 1,051 iShares Core High Dividend ETF shares in Q3 2026, an estimated $30.3K.
  • iShares Core High Dividend ETF made up 0.32% of David J. Yvars Group's portfolio in Q3 2026, its #41 holding.
  • David J. Yvars Group first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.