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

Flagship 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	$461K	Buy	16,811 +246	+1%	+$6.69K	0.1%	99
2026 Q1	$388K	Sell	16,565 -140	-0.8%	-$3.73K	0.17%	66
2025 Q4	$406K	Buy	16,705 +80	+0.5%	+$1.95K	0.12%	84
2025 Q3	$407K	Buy	16,625 +60	+0.4%	+$1.45K	0.13%	83
2025 Q2	$388K	Buy	16,565 +60	+0.4%	+$1.38K	0.15%	74
2025 Q1	$400K	Buy	16,505 +50	+0.3%	+$1.17K	0.17%	73
2024 Q4	$369K	Buy	+16,455	New	+$387K	0.22%	60

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 22.96% 1-Year Est. Return

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

Flagship Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 1.5% in Q2 2026, buying an estimated $6.69K and bringing the position to 16,811 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #99.

Flagship Wealth Advisors first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Flagship Wealth Advisors held 16,811 shares of iShares Core High Dividend ETF worth $461K as of Q2 2026.
Flagship Wealth Advisors bought 246 iShares Core High Dividend ETF shares in Q2 2026, an estimated $6.69K.
iShares Core High Dividend ETF made up 0.1% of Flagship Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Flagship Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.