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

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 22.9% 1-Year Est. Return

HHM Wealth Advisors's HDV Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 4,100 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #276.

HHM Wealth Advisors first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

HHM Wealth Advisors held 4,100 shares of iShares Core High Dividend ETF worth $112K as of Q2 2026.
HHM Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #276 holding.
HHM Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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