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

EverSource Wealth 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	$129K	Sell	4,719 -1	-0%	-$27	﹤0.01%	1241
2026 Q1	$128K	Sell	4,720 -5	-0.1%	-$133	﹤0.01%	1283
2025 Q4	$115K	Buy	4,725 +3,095	+190%	+$75.3K	﹤0.01%	1242
2025 Q3	$39.9K	Hold	1,630	–	–	﹤0.01%	1868
2025 Q2	$38.2K	Hold	1,630	–	–	﹤0.01%	1800
2025 Q1	$39.5K	Sell	1,630 -2,505	-61%	-$58.5K	﹤0.01%	1357
2024 Q4	$92.9K	Buy	4,135 +450	+12%	+$10.6K	0.01%	931
2024 Q3	$86.7K	Sell	3,685 -5	-0.1%	-$114	0.01%	847
2024 Q2	$84.8K	Buy	3,690 +30	+0.8%	+$653	0.01%	866
2024 Q1	$79K	Sell	3,660 -100	-3%	-$2.1K	0.01%	800
2023 Q4	$76.7K	Sell	3,760 -5,285	-58%	-$104K	0.01%	740
2023 Q3	$179K	Hold	9,045	–	–	0.02%	421
2023 Q2	$182K	Sell	9,045 -40	-0.4%	-$805	0.02%	418
2023 Q1	$185K	Buy	9,085 +680	+8%	+$14K	0.02%	382
2022 Q4	$175K	Buy	8,405 +2,265	+37%	+$46.3K	0.03%	372
2022 Q3	$112K	Sell	6,140 -6,985	-53%	-$141K	0.03%	401
2022 Q2	$264K	Buy	+13,125	New	+$277K	0.07%	226

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EverSource Wealth Advisors's HDV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.02% in Q2 2026, selling an estimated $27 and leaving 4,719 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

EverSource Wealth Advisors first reported a position in HDV in Q2 2022 and has held it in 17 quarters since. The position peaked at $264K in Q2 2022. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

EverSource Wealth Advisors held 4,719 shares of iShares Core High Dividend ETF worth $129K as of Q2 2026.
EverSource Wealth Advisors sold 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
iShares Core High Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1241 holding.
EverSource Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's iShares Core High Dividend ETF position peaked at $264K in Q2 2022.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.