Independent Advisor Alliance’s iShares Core High Dividend ETF HDV Stock Holding History

Independent Advisor Alliance’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 Q1	$1.43M	Buy	+52,520	New	+$1.4M	0.02%	667
2025 Q1	–	Sell	-41,030	Closed	-$921K	–	1043
2024 Q4	$921K	Buy	+41,030	New	+$964K	0.01%	749
2020 Q1	–	Sell	-256,755	Closed	-$5.04M	–	589
2019 Q4	$5.04M	Buy	+256,755	New	+$4.9M	0.22%	107
2017 Q2	–	Sell	-18,080	Closed	-$303K	–	299
2017 Q1	$303K	Buy	+18,080	New	+$301K	0.05%	302

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Independent Advisor Alliance's HDV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 52,520 shares worth $1.43M. The stake represents 0.02% of the portfolio and ranks #667 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in HDV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in HDV in Q1 2017 and has held it in 4 quarters since. The position peaked at $5.04M in Q4 2019. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Independent Advisor Alliance held 52,520 shares of iShares Core High Dividend ETF worth $1.43M as of Q1 2026.
iShares Core High Dividend ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares Core High Dividend ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #667 holding.
Independent Advisor Alliance first reported a position in iShares Core High Dividend ETF in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's iShares Core High Dividend ETF position peaked at $5.04M in Q4 2019.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.