Foundations Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Foundations Investment 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	$393K	Buy	14,338 +4,498	+46%	+$122K	﹤0.01%	857
2026 Q1	$267K	Buy	9,840 +1,500	+18%	+$39.9K	﹤0.01%	959
2025 Q4	$203K	Buy	+8,340	New	+$203K	﹤0.01%	1060
2023 Q4	–	Sell	-11,435	Closed	-$226K	–	695
2023 Q3	$226K	Sell	11,435 -17,615	-61%	-$360K	0.01%	580
2023 Q2	$586K	Buy	29,050 +17,085	+143%	+$344K	0.02%	335
2023 Q1	$243K	Sell	11,965 -11,450	-49%	-$235K	0.01%	434
2022 Q4	$488K	Sell	23,415 -328,550	-93%	-$6.72M	0.02%	278
2022 Q3	$6.43M	Buy	351,965 +47,130	+15%	+$952K	0.28%	48
2022 Q2	$6.1M	Buy	+304,835	New	+$6.44M	0.25%	48
2021 Q3	–	Sell	-31,905	Closed	-$621K	–	321
2021 Q2	$621K	Buy	31,905 +2,665	+9%	+$51.8K	0.03%	143
2021 Q1	$560K	Sell	29,240 -2,410	-8%	-$44K	0.03%	128
2020 Q4	$565K	Buy	+31,650	New	+$536K	0.04%	109
2020 Q2	–	Sell	-9,492,585	Closed	-$131M	–	168
2020 Q1	$131M	Buy	+9,492,585	New	+$168M	15.14%	2

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

Foundations Investment Advisors's HDV Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core High Dividend ETF (HDV) stake by 46% in Q2 2026, buying an estimated $122K and bringing the position to 14,338 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Foundations Investment Advisors first reported a position in HDV in Q1 2020 and has held it in 13 quarters since. The position peaked at $131M in Q1 2020. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Foundations Investment Advisors held 14,338 shares of iShares Core High Dividend ETF worth $393K as of Q2 2026.
Foundations Investment Advisors bought 4,498 iShares Core High Dividend ETF shares in Q2 2026, an estimated $122K.
iShares Core High Dividend ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #857 holding.
Foundations Investment Advisors first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 13 quarters since.
Foundations Investment Advisors's iShares Core High Dividend ETF position peaked at $131M in Q1 2020.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.