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

Integrated Advisors Network’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 Q3	$1.38M	Buy	49,354 +5,492	+13%	+$158K	0.06%	266
2026 Q2	$1.2M	Buy	43,862 +3,237	+8%	+$88K	0.06%	291
2026 Q1	$1.1M	Buy	40,625 +14,955	+58%	+$398K	0.06%	294
2025 Q4	$624K	Sell	25,670 -5,120	-17%	-$125K	0.03%	433
2025 Q3	$754K	Sell	30,790 -375	-1%	-$9.06K	0.03%	425
2025 Q2	$730K	Buy	31,165 +5	+0%	+$115	0.03%	422
2025 Q1	$755K	Hold	31,160	–	–	0.04%	368
2024 Q4	$700K	Sell	31,160 -1,085	-3%	-$25.5K	0.03%	373
2024 Q3	$759K	Sell	32,245 -1,430	-4%	-$32.7K	0.04%	374
2024 Q2	$732K	Sell	33,675 -1,815	-5%	-$39.5K	0.04%	358
2024 Q1	$782K	Sell	35,490 -1,455	-4%	-$30.6K	0.04%	359
2023 Q4	$754K	Sell	36,945 -660	-2%	-$13K	0.04%	337
2023 Q3	$744K	Sell	37,605 -333,695	-90%	-$6.83M	0.05%	335
2023 Q2	$7.48M	Sell	371,300 -8,815	-2%	-$177K	0.43%	49
2023 Q1	$7.73M	Buy	380,115 +6,430	+2%	+$132K	0.46%	46
2022 Q4	$7.79M	Sell	373,685 -28,075	-7%	-$574K	0.5%	42
2022 Q3	$7.34M	Buy	401,760 +368,935	+1,124%	+$7.46M	0.5%	43
2022 Q2	$659K	Buy	32,825 +4,900	+18%	+$104K	0.04%	357
2022 Q1	$597K	Sell	27,925 -2,950	-10%	-$61.2K	0.04%	398
2021 Q4	$624K	Buy	30,875 +2,745	+10%	+$53.8K	0.04%	372
2021 Q3	$530K	Buy	28,130 +820	+3%	+$15.9K	0.04%	382
2021 Q2	$527K	Buy	27,310 +280	+1%	+$5.44K	0.04%	352
2021 Q1	$513K	Buy	27,030 +3,355	+14%	+$61.2K	0.05%	324
2020 Q4	$415K	Buy	23,675 +1,000	+4%	+$16.9K	0.05%	320
2020 Q3	$365K	Sell	22,675 -4,500	-17%	-$74.9K	0.05%	305
2020 Q2	$441K	Sell	27,175 -1,715	-6%	-$27.7K	0.05%	277
2020 Q1	$413K	Buy	28,890 +10,315	+56%	+$182K	0.08%	211
2019 Q4	$364K	Buy	+18,575	New	+$354K	0.05%	288

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Integrated Advisors Network's HDV Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Core High Dividend ETF (HDV) stake by 13% in Q3 2026, buying an estimated $158K and bringing the position to 49,354 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #266.

Integrated Advisors Network first reported a position in HDV in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.79M in Q4 2022. 616 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Integrated Advisors Network held 49,354 shares of iShares Core High Dividend ETF worth $1.38M as of Q3 2026.
Integrated Advisors Network bought 5,492 iShares Core High Dividend ETF shares in Q3 2026, an estimated $158K.
iShares Core High Dividend ETF made up 0.06% of Integrated Advisors Network's portfolio in Q3 2026, its #266 holding.
Integrated Advisors Network first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's iShares Core High Dividend ETF position peaked at $7.79M in Q4 2022.
616 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.