DJYG
HDV

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
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% +$2.81K 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% +$2.17K 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% +$2.15K 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

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 22.96% 1-Year Est. Return

David J. Yvars Group's HDV Position: Q2 2026 in Review

David J. Yvars Group reduced its iShares Core High Dividend ETF (HDV) stake by 2.9% in Q2 2026, selling an estimated $19.4K and leaving 24,022 shares worth $658K. The position accounts for 0.31% of the portfolio, ranked #46.

David J. Yvars Group first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $671K in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • David J. Yvars Group held 24,022 shares of iShares Core High Dividend ETF worth $658K as of Q2 2026.
  • David J. Yvars Group sold 713 iShares Core High Dividend ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Core High Dividend ETF made up 0.31% of David J. Yvars Group's portfolio in Q2 2026, its #46 holding.
  • David J. Yvars Group first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's iShares Core High Dividend ETF position peaked at $671K in Q1 2026.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.