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

Inspirion 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	$753K	Sell	27,483 -1,002	-4%	-$27.3K	0.09%	90
2026 Q1	$773K	Sell	28,485 -750	-3%	-$20K	0.1%	85
2025 Q4	$711K	Sell	29,235 -2,500	-8%	-$60.8K	0.09%	88
2025 Q3	$747K	Buy	31,735 +2,500	+9%	+$60.4K	0.1%	72
2025 Q2	$685K	Hold	29,235	–	–	0.09%	78
2025 Q1	$708K	Sell	29,235 -2,500	-8%	-$58.4K	0.1%	76
2024 Q4	$712K	Hold	31,735	–	–	0.1%	74
2024 Q3	$747K	Hold	31,735	–	–	0.1%	72
2024 Q2	$690K	Buy	31,735 +60	+0.2%	+$1.31K	0.11%	74
2024 Q1	$698K	Buy	31,675 +50	+0.2%	+$1.05K	0.12%	75
2023 Q4	$655K	Sell	31,625 -35	-0.1%	-$689	0.12%	76
2023 Q3	$626K	Buy	31,660 +170	+0.5%	+$3.48K	0.12%	74
2023 Q2	$635K	Buy	31,490 +50	+0.2%	+$1.01K	0.12%	75
2023 Q1	$639K	Buy	31,440 +65	+0.2%	+$1.33K	0.13%	73
2022 Q4	$654K	Buy	31,375 +75	+0.2%	+$1.53K	0.14%	69
2022 Q3	$572K	Buy	31,300 +80	+0.3%	+$1.62K	0.13%	71
2022 Q2	$627K	Buy	31,220 +35	+0.1%	+$739	0.14%	65
2022 Q1	$667K	Buy	31,185 +45	+0.1%	+$934	0.14%	59
2021 Q4	$629K	Sell	31,140 -4,935	-14%	-$96.8K	0.13%	57
2021 Q3	$680K	Buy	36,075 +45	+0.1%	+$871	0.16%	52
2021 Q2	$696K	Buy	36,030 +50	+0.1%	+$971	0.17%	50
2021 Q1	$683K	Buy	35,980 +55	+0.2%	+$1K	0.18%	50
2020 Q4	$630K	Sell	35,925 -1,200	-3%	-$20.3K	0.18%	45
2020 Q3	$598K	Sell	37,125 -575	-2%	-$9.57K	0.21%	41
2020 Q2	$612K	Buy	37,700 +60	+0.2%	+$969	0.24%	36
2020 Q1	$539K	Sell	37,640 -2,425	-6%	-$42.8K	0.27%	37
2019 Q4	$786K	Buy	40,065 +45	+0.1%	+$859	0.27%	31
2019 Q3	$754K	Buy	40,020 +50	+0.1%	+$940	0.33%	30
2019 Q2	$755K	Buy	39,970 +45	+0.1%	+$844	0.33%	30
2019 Q1	$745K	Buy	39,925 +50	+0.1%	+$898	0.33%	30
2018 Q4	$673K	Buy	39,875 +90	+0.2%	+$1.6K	0.34%	29
2018 Q3	$720K	Sell	39,785 -575	-1%	-$10.2K	0.31%	31
2018 Q2	$686K	Hold	40,360	–	–	0.32%	29
2018 Q1	$682K	Buy	40,360 +2,550	+7%	+$45K	0.33%	33
2017 Q4	$682K	Buy	37,810 +25	+0.1%	+$437	0.33%	28
2017 Q3	$650K	Buy	37,785 +25	+0.1%	+$421	0.33%	28
2017 Q2	$628K	Sell	37,760 -1,480	-4%	-$24.8K	0.34%	29
2017 Q1	$658K	Buy	39,240 +25	+0.1%	+$417	0.37%	28
2016 Q4	$645K	Sell	39,215 -1,030	-3%	-$16.6K	0.41%	27
2016 Q3	$654K	Buy	40,245 +25	+0.1%	+$411	0.42%	30
2016 Q2	$661K	Buy	40,220 +3,120	+8%	+$49.7K	0.43%	30
2016 Q1	$579K	Buy	37,100 +25	+0.1%	+$371	0.41%	30
2015 Q4	$544K	Buy	37,075 +50	+0.1%	+$739	0.4%	31
2015 Q3	$515K	Sell	37,025 -2,175	-6%	-$31.5K	0.41%	32
2015 Q2	$577K	Sell	39,200 -4,370	-10%	-$66.8K	0.43%	29
2015 Q1	$653K	Sell	43,570 -15,825	-27%	-$242K	0.53%	25
2014 Q4	$909K	Buy	+59,395	New	+$906K	0.84%	24

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Inspirion Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.5% in Q2 2026, selling an estimated $27.3K and leaving 27,483 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #90.

Inspirion Wealth Advisors first reported a position in HDV in Q4 2014 and has held it in 47 quarters since. The position peaked at $909K in Q4 2014. 367 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Inspirion Wealth Advisors held 27,483 shares of iShares Core High Dividend ETF worth $753K as of Q2 2026.
Inspirion Wealth Advisors sold 1,002 iShares Core High Dividend ETF shares in Q2 2026, an estimated $27.3K.
iShares Core High Dividend ETF made up 0.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Inspirion Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Inspirion Wealth Advisors's iShares Core High Dividend ETF position peaked at $909K in Q4 2014.
367 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.