Diversify Advisory Services’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
$3.57M Buy
+124,327
New +$3.38M 0.06% 266
2026
Q1
Sell
-104,930
Closed -$2.67M 483
2025
Q4
$2.67M Buy
104,930
+1,655
+2% +$40.2K 0.08% 178
2025
Q3
$2.44M Buy
103,275
+86,325
+509% +$2.09M 0.08% 186
2025
Q2
$408K Buy
+16,950
New +$391K 0.02% 599

Other funds holding HDV

Diversify Advisory Services's HDV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 124,327 shares worth $3.57M. The stake represents 0.06% of the portfolio and ranks #266 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in HDV as recently as Q4 2025.

Diversify Advisory Services first reported a position in HDV in Q2 2025 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Diversify Advisory Services held 124,327 shares of iShares Core High Dividend ETF worth $3.57M as of Q2 2026.
  • iShares Core High Dividend ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #266 holding.
  • Diversify Advisory Services first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.