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 Q2	–	Sell	-52,520	Closed	-$1.43M	–	1296
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 $1.55T 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

Independent Advisor Alliance's HDV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 52,520 shares — an estimated $1.43M sold.

Independent Advisor Alliance first reported a position in HDV in Q1 2017 and held it in 4 quarters. The position peaked at $5.04M in Q4 2019. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 52,520 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.43M.
Independent Advisor Alliance first reported a position in iShares Core High Dividend ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's iShares Core High Dividend ETF position peaked at $5.04M in Q4 2019.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.