IA
HDV

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

Invested 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 		$1.67M Sell
60,948
-152
-0.2% -$4.13K 1.48% 16
2026
Q1 		$1.66M Buy
61,100
+255
+0.4% +$6.79K 1.67% 13
2025
Q4 		$1.48M Buy
60,845
+13,900
+30% +$338K 1.53% 15
2025
Q3 		$1.05M Buy
+46,945
New +$1.13M 1.53% 14

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RW
Regimen Wealth Atlanta, Georgia $371M AUM 14.18% 1-Year Est. Return

Invested Advisors's HDV Position: Q2 2026 in Review

Invested Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.25% in Q2 2026, selling an estimated $4.13K and leaving 60,948 shares worth $1.67M. The position accounts for 1.48% of the portfolio, ranked #16.

Invested Advisors first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Invested Advisors held 60,948 shares of iShares Core High Dividend ETF worth $1.67M as of Q2 2026.
  • Invested Advisors sold 152 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4.13K.
  • iShares Core High Dividend ETF made up 1.48% of Invested Advisors's portfolio in Q2 2026, its #16 holding.
  • Invested Advisors first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.