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 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	$7.33M	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

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

Integrated Advisors Network's HDV Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares Core High Dividend ETF (HDV) stake by 58% in Q1 2026, buying an estimated $398K and bringing the position to 40,625 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #294.

Integrated Advisors Network first reported a position in HDV in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.79M in Q4 2022. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Integrated Advisors Network held 40,625 shares of iShares Core High Dividend ETF worth $1.1M as of Q1 2026.
Integrated Advisors Network bought 14,955 iShares Core High Dividend ETF shares in Q1 2026, an estimated $398K.
iShares Core High Dividend ETF made up 0.06% of Integrated Advisors Network's portfolio in Q1 2026, its #294 holding.
Integrated Advisors Network first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Integrated Advisors Network's iShares Core High Dividend ETF position peaked at $7.79M in Q4 2022.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.