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

Fifth Third 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	$907K	Sell	33,086 -1,324	-4%	-$36K	0.03%	321
2026 Q1	$934K	Buy	34,410 +12,225	+55%	+$325K	0.03%	285
2025 Q4	$540K	Sell	22,185 -4,180	-16%	-$102K	0.02%	368
2025 Q3	$646K	Buy	26,365 +1,150	+5%	+$27.8K	0.02%	314
2025 Q2	$591K	Buy	25,215 +10	+0%	+$230	0.02%	329
2025 Q1	$611K	Buy	25,205 +5,195	+26%	+$121K	0.03%	287
2024 Q4	$449K	Buy	20,010 +60	+0.3%	+$1.41K	0.02%	358
2024 Q3	$469K	Buy	+19,950	New	+$457K	0.03%	322

Other funds holding HDV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Fifth Third Wealth Advisors's HDV Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.8% in Q2 2026, selling an estimated $36K and leaving 33,086 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #321.

Fifth Third Wealth Advisors first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $934K in Q1 2026. 199 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Fifth Third Wealth Advisors held 33,086 shares of iShares Core High Dividend ETF worth $907K as of Q2 2026.
Fifth Third Wealth Advisors sold 1,324 iShares Core High Dividend ETF shares in Q2 2026, an estimated $36K.
iShares Core High Dividend ETF made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Fifth Third Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Fifth Third Wealth Advisors's iShares Core High Dividend ETF position peaked at $934K in Q1 2026.
199 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.