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

HHM 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	$112K	Hold	4,100	–	–	0.01%	276
2026 Q1	$111K	Hold	4,100	–	–	0.01%	257
2025 Q4	$99.7K	Hold	4,100	–	–	0.01%	272
2025 Q3	$100K	Hold	4,100	–	–	0.01%	276
2025 Q2	$96.1K	Hold	4,100	–	–	0.01%	280
2025 Q1	$99.3K	Hold	4,100	–	–	0.01%	266
2024 Q4	$92.1K	Hold	4,100	–	–	0.01%	272
2024 Q3	$96.4K	Hold	4,100	–	–	0.01%	249
2024 Q2	$89.1K	Hold	4,100	–	–	0.01%	263
2024 Q1	$90.4K	Buy	4,100 +500	+14%	+$10.5K	0.01%	220
2023 Q4	$73.4K	Hold	3,600	–	–	0.01%	238
2023 Q3	$71.2K	Hold	3,600	–	–	0.01%	229
2023 Q2	$72.6K	Hold	3,600	–	–	0.01%	241
2023 Q1	$73.2K	Hold	3,600	–	–	0.01%	234
2022 Q4	$75.1K	Buy	+3,600	New	+$73.7K	0.02%	199

Other funds holding HDV

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return