HOWA
HDV

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

Heritage Oak 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 		$526K Buy
+19,196
New +$522K 0.15% 55

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Heritage Oak Wealth Advisors's HDV Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 19,196 shares worth $526K. The stake represents 0.15% of the portfolio and ranks #55 among its holdings.

291 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Heritage Oak Wealth Advisors held 19,196 shares of iShares Core High Dividend ETF worth $526K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.15% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • 291 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.