Laurel Wealth Advisors (North Carolina)’s iShares Core High Dividend ETF HDV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,170	Closed	-$28.5K	–	381
2025 Q4	$28.5K	Buy	+1,170	New	+$28.5K	﹤0.01%	393
2025 Q2	–	Sell	-1,170	Closed	-$28.3K	–	386
2025 Q1	$28.3K	Hold	1,170	–	–	﹤0.01%	372
2024 Q4	$26.3K	Hold	1,170	–	–	﹤0.01%	387
2024 Q3	$27.5K	Hold	1,170	–	–	﹤0.01%	374
2024 Q2	$25.4K	Hold	1,170	–	–	﹤0.01%	357
2024 Q1	$25.8K	Hold	1,170	–	–	﹤0.01%	361
2023 Q4	$23.9K	Hold	1,170	–	–	﹤0.01%	346
2023 Q3	$23.1K	Hold	1,170	–	–	﹤0.01%	350
2023 Q2	$23.6K	Hold	1,170	–	–	﹤0.01%	353
2023 Q1	$23.8K	Hold	1,170	–	–	0.01%	346
2022 Q4	$24.4K	Hold	1,170	–	–	0.01%	317
2022 Q3	$21K	Buy	+1,170	New	+$23.6K	0.01%	328

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HDV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 1,170 shares — an estimated $28.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HDV in Q3 2022 and held it in 12 quarters. The position peaked at $28.5K in Q4 2025. 865 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,170 iShares Core High Dividend ETF shares in Q1 2026, an estimated $28.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Core High Dividend ETF position peaked at $28.5K in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.