Guardian Wealth Advisors (North Carolina)’s iShares Core High Dividend ETF HDV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-4,170	Closed	-$113K	–	460
2026 Q1	$113K	Buy	+4,170	New	+$111K	0.01%	385
2025 Q3	–	Sell	-4,400	Closed	-$103K	–	429
2025 Q2	$103K	Hold	4,400	–	–	0.01%	364
2025 Q1	$107K	Hold	4,400	–	–	0.01%	343
2024 Q4	$98.8K	Hold	4,400	–	–	0.01%	340
2024 Q3	$104K	Hold	4,400	–	–	0.01%	283
2024 Q2	$95.7K	Buy	+4,400	New	+$95.8K	0.01%	275

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

Guardian Wealth Advisors (North Carolina)'s HDV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 4,170 shares — an estimated $113K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HDV in Q2 2024 and held it in 6 quarters. The position peaked at $113K in Q1 2026. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 4,170 iShares Core High Dividend ETF shares in Q2 2026, an estimated $113K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core High Dividend ETF in Q2 2024 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Core High Dividend ETF position peaked at $113K in Q1 2026.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.