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
Q3 		$10.1M Buy
359,838
+65,968
+22% +$1.9M 0.07% 250
2026
Q2 		$8.06M Sell
293,870
-8,585
-3% -$233K 0.06% 270
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

ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Farther Finance Advisors's HDV Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core High Dividend ETF (HDV) stake by 22% in Q3 2026, buying an estimated $1.9M and bringing the position to 359,838 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #250.

Farther Finance Advisors first reported a position in HDV in Q4 2022 and has held it in 16 quarters since. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Farther Finance Advisors held 359,838 shares of iShares Core High Dividend ETF worth $10.1M as of Q3 2026.
  • Farther Finance Advisors bought 65,968 iShares Core High Dividend ETF shares in Q3 2026, an estimated $1.9M.
  • iShares Core High Dividend ETF made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #250 holding.
  • Farther Finance Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.