Kingswood Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Kingswood Wealth Advisors's HDV Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 1.4% in Q2 2026, selling an estimated $29.2K and leaving 78,002 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #249.
Kingswood Wealth Advisors first reported a position in HDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Kingswood Wealth Advisors held 78,002 shares of iShares Core High Dividend ETF worth $2.14M as of Q2 2026.
- Kingswood Wealth Advisors sold 1,073 iShares Core High Dividend ETF shares in Q2 2026, an estimated $29.2K.
- iShares Core High Dividend ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #249 holding.
- Kingswood Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
- Kingswood Wealth Advisors's iShares Core High Dividend ETF position peaked at $2.15M in Q1 2026.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.