FFA
HDV

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

Farther Finance 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
Q1 		$8.1M Buy
302,455
+26,800
+10% +$713K 0.08% 226
2025
Q4 		$6.7M Buy
275,655
+45,205
+20% +$1.1M 0.07% 248
2025
Q3 		$5.64M Buy
230,450
+124,910
+118% +$3.02M 0.09% 201
2025
Q2 		$2.47M Buy
105,540
+42,500
+67% +$979K 0.05% 312
2025
Q1 		$1.52M Buy
63,040
+51,610
+452% +$1.21M 0.04% 364
2024
Q4 		$257K Sell
11,430
-5,945
-34% -$140K 0.01% 875
2024
Q3 		$408K Buy
17,375
+885
+5% +$20.3K 0.02% 678
2024
Q2 		$358K Sell
16,490
-965
-6% -$21K 0.02% 601
2024
Q1 		$384K Sell
17,455
-50
-0.3% -$1.05K 0.02% 470
2023
Q4 		$357K Buy
17,505
+560
+3% +$11K 0.03% 411
2023
Q3 		$335K Sell
16,945
-2,130
-11% -$43.6K 0.05% 275
2023
Q2 		$385K Sell
19,075
-2,650
-12% -$53.3K 0.08% 196
2023
Q1 		$442K Buy
21,725
+7,330
+51% +$150K 0.13% 150
2022
Q4 		$300K Buy
+14,395
New +$295K 0.12% 174

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return