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 Q3	$1.1M	Buy	39,326 +6,240	+19%	+$180K	0.03%	292
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Fifth Third Wealth Advisors's HDV Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 19% in Q3 2026, buying an estimated $180K and bringing the position to 39,326 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #292.

Fifth Third Wealth Advisors first reported a position in HDV in Q3 2024 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Fifth Third Wealth Advisors held 39,326 shares of iShares Core High Dividend ETF worth $1.1M as of Q3 2026.
Fifth Third Wealth Advisors bought 6,240 iShares Core High Dividend ETF shares in Q3 2026, an estimated $180K.
iShares Core High Dividend ETF made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #292 holding.
Fifth Third Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 9 quarters since.
285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.