HWA
HDV

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

HCR 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 		$499K Hold
18,220
– – 0.04% 159
2026
Q1 		$495K Sell
18,220
-2,050
-10% -$54.6K 0.05% 152
2025
Q4 		$493K Sell
20,270
-130
-0.6% -$3.16K 0.05% 151
2025
Q3 		$497K Hold
20,400
– – 0.05% 145
2025
Q2 		$478K Sell
20,400
-875
-4% -$20.2K 0.06% 142
2025
Q1 		$515K Sell
21,275
-1,650
-7% -$38.6K 0.07% 136
2024
Q4 		$515K Hold
22,925
– – 0.06% 139
2024
Q3 		$539K Buy
22,925
+8,500
+59% +$195K 0.07% 133
2024
Q2 		$314K Hold
14,425
– – 0.04% 170
2024
Q1 		$318K Sell
14,425
-5,000
-26% -$105K 0.05% 164
2023
Q4 		$396K Sell
19,425
-785
-4% -$15.5K 0.06% 134
2023
Q3 		$400K Buy
20,210
+10
+0% +$205 0.09% 116
2023
Q2 		$407K Hold
20,200
– – 0.08% 126
2023
Q1 		$411K Hold
20,200
– – 0.08% 122
2022
Q4 		$421K Hold
20,200
– – 0.09% 122
2022
Q3 		$369K Hold
20,200
– – 0.08% 123
2022
Q2 		$406K Sell
20,200
-235
-1% -$4.96K 0.08% 123
2022
Q1 		$437K Hold
20,435
– – 0.07% 135
2021
Q4 		$413K Buy
20,435
+25
+0.1% +$490 0.06% 149
2021
Q3 		$385K Hold
20,410
– – 0.06% 155
2021
Q2 		$394K Hold
20,410
– – 0.07% 147
2021
Q1 		$387K Sell
20,410
-1,625
-7% -$29.6K 0.08% 140
2020
Q4 		$386K Hold
22,035
– – 0.08% 135
2020
Q3 		$355K Buy
22,035
+50
+0.2% +$832 0.08% 127
2020
Q2 		$356K Sell
21,985
-240
-1% -$3.88K 0.08% 115
2020
Q1 		$318K Sell
22,225
-6,000
-21% -$106K 0.09% 113
2019
Q4 		$554K Buy
28,225
+3,925
+16% +$74.9K 0.13% 95
2019
Q3 		$458K Sell
24,300
-8,925
-27% -$168K 0.15% 98
2019
Q2 		$628K Sell
33,225
-5,250
-14% -$98.5K 0.18% 86
2019
Q1 		$718K Sell
38,475
-11,375
-23% -$204K 0.21% 88
2018
Q4 		$841K Sell
49,850
-4,700
-9% -$83.6K 0.27% 75
2018
Q3 		$967K Sell
54,550
-900
-2% -$16K 0.32% 74
2018
Q2 		$943K Sell
55,450
-7,125
-11% -$121K 0.31% 77
2018
Q1 		$1.06M Sell
62,575
-2,000
-3% -$35.3K 0.37% 67
2017
Q4 		$1.16M Sell
64,575
-425
-0.7% -$7.43K 0.41% 57
2017
Q3 		$1.12M Sell
65,000
-4,525
-7% -$76.3K 0.47% 53
2017
Q2 		$1.16M Sell
69,525
-4,975
-7% -$83.5K 0.57% 42
2017
Q1 		$1.25M Sell
74,500
-14,250
-16% -$238K 0.64% 37
2016
Q4 		$1.46M Buy
+88,750
New +$1.43M 0.77% 33

Other funds holding HDV

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return