EA
HDV

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

Everpar 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
Q2 		$869K Buy
31,690
+7,965
+34% +$217K 0.25% 88
2026
Q1 		$644K Sell
23,725
-1,660
-7% -$44.2K 0.22% 95
2025
Q4 		$617K Buy
25,385
+7,155
+39% +$174K 0.23% 94
2025
Q3 		$446K Buy
18,230
+5,185
+40% +$125K 0.18% 134
2025
Q2 		$306K Buy
13,045
+3,770
+41% +$86.9K 0.14% 199
2025
Q1 		$225K Sell
9,275
-8,430
-48% -$197K 0.12% 236
2024
Q4 		$398K Buy
+17,705
New +$416K 0.2% 138
2024
Q3 		– Sell
-13,820
Closed -$300K – 267
2024
Q2 		$300K Buy
13,820
+1,230
+10% +$26.8K 0.15% 190
2024
Q1 		$278K Sell
12,590
-12,680
-50% -$267K 0.17% 187
2023
Q4 		$515K Buy
+25,270
New +$498K 0.24% 146

Other funds holding HDV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM

Everpar Advisors's HDV Position: Q2 2026 in Review

Everpar Advisors increased its iShares Core High Dividend ETF (HDV) stake by 34% in Q2 2026, buying an estimated $217K and bringing the position to 31,690 shares worth $869K. The position accounts for 0.25% of the portfolio, ranked #88.

Everpar Advisors first reported a position in HDV in Q4 2023 and has held it in 10 quarters since. 155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Everpar Advisors held 31,690 shares of iShares Core High Dividend ETF worth $869K as of Q2 2026.
  • Everpar Advisors bought 7,965 iShares Core High Dividend ETF shares in Q2 2026, an estimated $217K.
  • iShares Core High Dividend ETF made up 0.25% of Everpar Advisors's portfolio in Q2 2026, its #88 holding.
  • Everpar Advisors first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.