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

IFP 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	$33.4M	Buy	1,219,092 +588,732	+93%	+$16M	0.6%	23
2026 Q1	$17.1M	Sell	630,360 -336,420	-35%	-$8.96M	0.35%	54
2025 Q4	$23.5M	Buy	966,780 +246,800	+34%	+$6M	0.53%	27
2025 Q3	$17.6M	Buy	719,980 +365,870	+103%	+$8.84M	0.46%	40
2025 Q2	$8.3M	Sell	354,110 -4,265	-1%	-$98.3K	0.24%	86
2025 Q1	$8.68M	Sell	358,375 -9,225	-3%	-$216K	0.27%	76
2024 Q4	$8.25M	Sell	367,600 -71,930	-16%	-$1.69M	0.27%	71
2024 Q3	$10.3M	Buy	439,530 +75,245	+21%	+$1.72M	0.37%	54
2024 Q2	$7.92M	Buy	364,285 +123,210	+51%	+$2.68M	0.31%	66
2024 Q1	$5.31M	Sell	241,075 -344,365	-59%	-$7.24M	0.23%	95
2023 Q4	$11.9M	Sell	585,440 -38,165	-6%	-$752K	0.56%	29
2023 Q3	$12.3M	Buy	623,605 +4,385	+0.7%	+$89.7K	0.55%	37
2023 Q2	$12.5M	Sell	619,220 -42,175	-6%	-$849K	0.52%	37
2023 Q1	$11.3M	Sell	661,395 -3,405	-0.5%	-$69.9K	0.49%	39
2022 Q4	$11.4M	Buy	664,800 +449,480	+209%	+$9.2M	0.3%	59
2022 Q3	$3.8M	Buy	215,320 +9,200	+4%	+$186K	0.1%	214
2022 Q2	$3.56M	Hold	206,120	–	–	0.11%	202
2022 Q1	$3.56M	Buy	206,120 +156,320	+314%	+$3.24M	0.11%	202
2021 Q4	$1M	Sell	49,800 -45,575	-48%	-$894K	0.02%	413
2021 Q3	$1.8M	Sell	95,375 -805	-0.8%	-$15.6K	0.04%	285
2021 Q2	$1.86M	Sell	96,180 -50,460	-34%	-$980K	0.04%	256
2021 Q1	$2.78M	Buy	146,640 +8,040	+6%	+$147K	0.05%	174
2020 Q4	$2.43M	Buy	138,600 +93,295	+206%	+$1.58M	0.1%	179
2020 Q3	$725K	Sell	45,305 -945	-2%	-$15.7K	0.04%	350
2020 Q2	$738K	Sell	46,250 -40	-0.1%	-$646	0.06%	334
2020 Q1	$667K	Sell	46,290 -31,365	-40%	-$554K	0.07%	287
2019 Q4	$1.52M	Sell	77,655 -10,425	-12%	-$199K	0.11%	207
2019 Q3	$1.66M	Buy	+88,080	New	+$1.66M	0.11%	212
2019 Q1	$1.19M	Sell	63,735 -138,670	-69%	-$2.49M	0.16%	132
2018 Q4	$3.39M	Sell	202,405 -34,300	-14%	-$610K	0.21%	114
2018 Q3	$4.29M	Sell	236,705 -7,860	-3%	-$139K	0.17%	132
2018 Q2	$4.16M	Buy	244,565 +48,605	+25%	+$826K	0.17%	131
2018 Q1	$3.53M	Hold	195,960	–	–	0.16%	146
2017 Q4	$3.53M	Sell	195,960 -13,715	-7%	-$240K	0.16%	146
2017 Q3	$3.6M	Sell	209,675 -615	-0.3%	-$10.4K	0.14%	161
2017 Q2	$3.5M	Buy	210,290 +16,925	+9%	+$284K	0.15%	154
2017 Q1	$3.24M	Sell	193,365 -9,560	-5%	-$159K	0.14%	161
2016 Q4	$3.34M	Buy	202,925 +26,365	+15%	+$424K	0.16%	143
2016 Q3	$2.87M	Sell	176,560 -2,580	-1%	-$42.5K	0.15%	149
2016 Q2	$2.94M	Buy	179,140 +115,405	+181%	+$1.84M	0.16%	128
2016 Q1	$1.19M	Sell	63,735 -56,170	-47%	-$834K	0.16%	132
2015 Q4	$1.76M	Buy	+119,905	New	+$1.77M	0.12%	186

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

IFP Advisors's HDV Position: Q2 2026 in Review

IFP Advisors increased its iShares Core High Dividend ETF (HDV) stake by 93% in Q2 2026, buying an estimated $16M and bringing the position to 1,219,092 shares worth $33.4M. The position accounts for 0.6% of the portfolio, ranked #23.

IFP Advisors first reported a position in HDV in Q4 2015 and has held it in 42 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

IFP Advisors held 1,219,092 shares of iShares Core High Dividend ETF worth $33.4M as of Q2 2026.
IFP Advisors bought 588,732 iShares Core High Dividend ETF shares in Q2 2026, an estimated $16M.
iShares Core High Dividend ETF made up 0.6% of IFP Advisors's portfolio in Q2 2026, its #23 holding.
IFP Advisors first reported a position in iShares Core High Dividend ETF in Q4 2015 and has held it in 42 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.