Focus Partners Advisor Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Focus Partners Advisor Solutions’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	$883K	Sell	32,220 -370	-1%	-$10.1K	0.01%	612
2026 Q1	$885K	Buy	32,590 +6,940	+27%	+$185K	0.01%	591
2025 Q4	$624K	Buy	+25,650	New	+$624K	0.01%	646
2025 Q3	–	Sell	-13,100	Closed	-$307K	–	1203
2025 Q2	$307K	Buy	13,100 +2,705	+26%	+$62.3K	﹤0.01%	854
2025 Q1	$252K	Buy	10,395 +45	+0.4%	+$1.05K	﹤0.01%	830
2024 Q4	$232K	Buy	10,350 +200	+2%	+$4.7K	﹤0.01%	688
2024 Q3	$239K	Hold	10,150	–	–	0.01%	666
2024 Q2	$221K	Hold	10,150	–	–	0.01%	574
2024 Q1	$224K	Buy	+10,150	New	+$213K	0.01%	547

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

Focus Partners Advisor Solutions's HDV Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, selling an estimated $10.1K and leaving 32,220 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #612.

Focus Partners Advisor Solutions first reported a position in HDV in Q1 2024 and has held it in 9 quarters since. The position peaked at $885K in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Focus Partners Advisor Solutions held 32,220 shares of iShares Core High Dividend ETF worth $883K as of Q2 2026.
Focus Partners Advisor Solutions sold 370 iShares Core High Dividend ETF shares in Q2 2026, an estimated $10.1K.
iShares Core High Dividend ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #612 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's iShares Core High Dividend ETF position peaked at $885K in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.