Independent Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Independent Wealth Advisors's HDV Position: Q2 2026 in Review
Independent Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 3.5% in Q2 2026, buying an estimated $57.2K and bringing the position to 61,449 shares worth $1.68M. The position accounts for 1.52% of the portfolio, ranked #19.
Independent Wealth Advisors first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Independent Wealth Advisors held 61,449 shares of iShares Core High Dividend ETF worth $1.68M as of Q2 2026.
- Independent Wealth Advisors bought 2,104 iShares Core High Dividend ETF shares in Q2 2026, an estimated $57.2K.
- iShares Core High Dividend ETF made up 1.52% of Independent Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- Independent Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.