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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$487K Buy
17,756
+9,331
+111% +$254K 0.09% 105
2026
Q1
$229K Buy
+8,425
New +$224K 0.05% 162

Other funds holding HDV

Detalus Advisors's HDV Position: Q2 2026 in Review

Detalus Advisors increased its iShares Core High Dividend ETF (HDV) stake by 111% in Q2 2026, buying an estimated $254K and bringing the position to 17,756 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #105.

Detalus Advisors first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Detalus Advisors held 17,756 shares of iShares Core High Dividend ETF worth $487K as of Q2 2026.
  • Detalus Advisors bought 9,331 iShares Core High Dividend ETF shares in Q2 2026, an estimated $254K.
  • iShares Core High Dividend ETF made up 0.09% of Detalus Advisors's portfolio in Q2 2026, its #105 holding.
  • Detalus Advisors first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.