Echo45 Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Echo45 Advisors’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	$317K	Buy	+11,335	New	+$326K	0.14%	81

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Echo45 Advisors's HDV Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 11,335 shares worth $317K. The stake represents 0.14% of the portfolio and ranks #81 among its holdings.

148 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Echo45 Advisors held 11,335 shares of iShares Core High Dividend ETF worth $317K as of Q3 2026.
iShares Core High Dividend ETF was a new Echo45 Advisors position in Q3 2026.
iShares Core High Dividend ETF made up 0.14% of Echo45 Advisors's portfolio in Q3 2026, its #81 holding.
148 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.