JWA
HDV

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

JFS 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 		$363K Sell
13,239
-456
-3% -$12.4K 0.02% 264
2026
Q1 		$372K Sell
13,695
-5
-0% -$133 0.02% 255
2025
Q4 		$333K Sell
13,700
-105
-0.8% -$2.55K 0.02% 260
2025
Q3 		$338K Buy
13,805
+105
+0.8% +$2.54K 0.02% 263
2025
Q2 		$321K Buy
13,700
+105
+0.8% +$2.42K 0.02% 255
2025
Q1 		$329K Buy
13,595
+3,995
+42% +$93.4K 0.02% 247
2024
Q4 		$216K Sell
9,600
-6,285
-40% -$148K 0.01% 282
2024
Q3 		$374K Buy
15,885
+100
+0.6% +$2.29K 0.03% 221
2024
Q2 		$343K Sell
15,785
-240
-1% -$5.23K 0.03% 182
2024
Q1 		$353K Buy
16,025
+70
+0.4% +$1.47K 0.03% 187
2023
Q4 		$325K Buy
15,955
+195
+1% +$3.84K 0.03% 177
2023
Q3 		$312K Hold
15,760
– – 0.03% 174
2023
Q2 		$318K Buy
15,760
+2,990
+23% +$60.2K 0.03% 176
2023
Q1 		$260K Sell
12,770
-21,170
-62% -$435K 0.02% 186
2022
Q4 		$708K Buy
33,940
+9,380
+38% +$192K 0.07% 130
2022
Q3 		$448K Hold
24,560
– – 0.05% 154
2022
Q2 		$493K Hold
24,560
– – 0.05% 148
2022
Q1 		$525K Hold
24,560
– – 0.05% 153
2021
Q4 		$496K Hold
24,560
– – 0.05% 159
2021
Q3 		$463K Hold
24,560
– – 0.05% 153
2021
Q2 		$474K Hold
24,560
– – 0.07% 123
2021
Q1 		$466K Hold
24,560
– – 0.1% 107
2020
Q4 		$431K Hold
24,560
– – 0.09% 101
2020
Q3 		$395K Hold
24,560
– – 0.09% 99
2020
Q2 		$399K Hold
24,560
– – 0.1% 95
2020
Q1 		$351K Hold
24,560
– – 0.11% 97
2019
Q4 		$482K Hold
24,560
– – 0.12% 92
2019
Q3 		$463K Hold
24,560
– – 0.12% 95
2019
Q2 		$464K Hold
24,560
– – 0.12% 95
2019
Q1 		$458K Hold
24,560
– – 0.12% 92
2018
Q4 		$414K Hold
24,560
– – 0.11% 96
2018
Q3 		$445K Hold
24,560
– – 0.11% 96
2018
Q2 		$417K Hold
24,560
– – 0.11% 98
2018
Q1 		$415K Hold
24,560
– – 0.11% 100
2017
Q4 		$443K Hold
24,560
– – 0.11% 95
2017
Q3 		$422K Buy
+24,560
New +$414K 0.11% 95

Other funds holding HDV

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return