Lido Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.3M | Buy |
410,680
+20,600
| +5% | +$560K | 0.03% | 323 |
|
|
2026
Q1 | $10.6M | Buy |
390,080
+2,050
| +0.5% | +$54.6K | 0.03% | 307 |
|
|
2025
Q4 | $9.49M | Buy |
388,030
+27,090
| +8% | +$659K | 0.03% | 331 |
|
|
2025
Q3 | $8.84M | Sell |
360,940
-21,325
| -6% | -$515K | 0.03% | 328 |
|
|
2025
Q2 | $8.96M | Buy |
382,265
+11,290
| +3% | +$260K | 0.03% | 269 |
|
|
2025
Q1 | $8.99M | Buy |
370,975
+1,220
| +0.3% | +$28.5K | 0.04% | 245 |
|
|
2024
Q4 | $8.3M | Buy |
369,755
+67,150
| +22% | +$1.58M | 0.04% | 240 |
|
|
2024
Q3 | $7.12M | Sell |
302,605
-14,725
| -5% | -$337K | 0.04% | 259 |
|
|
2024
Q2 | $6.9M | Buy |
317,330
+56,030
| +21% | +$1.22M | 0.04% | 243 |
|
|
2024
Q1 | $5.76M | Sell |
261,300
-9,680
| -4% | -$204K | 0.03% | 261 |
|
|
2023
Q4 | $5.53M | Sell |
270,980
-53,825
| -17% | -$1.06M | 0.04% | 249 |
|
|
2023
Q3 | $6.42M | Buy |
324,805
+85,915
| +36% | +$1.76M | 0.05% | 192 |
|
|
2023
Q2 | $4.82M | Buy |
238,890
+203,215
| +570% | +$4.09M | 0.03% | 235 |
|
|
2023
Q1 | $725K | Sell |
35,675
-110
| -0.3% | -$2.26K | 0.01% | 557 |
|
|
2022
Q4 | $746K | Buy |
35,785
+12,460
| +53% | +$255K | 0.01% | 476 |
|
|
2022
Q3 | $425K | Buy |
23,325
+2,540
| +12% | +$51.3K | 0.01% | 601 |
|
|
2022
Q2 | $417K | Buy |
20,785
+10,625
| +105% | +$224K | 0.01% | 597 |
|
|
2022
Q1 | $217K | Sell |
10,160
-3,425
| -25% | -$71.1K | ﹤0.01% | 930 |
|
|
2021
Q4 | $274K | Sell |
13,585
-4,880
| -26% | -$95.7K | ﹤0.01% | 841 |
|
|
2021
Q3 | $348K | Buy |
18,465
+825
| +5% | +$16K | ﹤0.01% | 709 |
|
|
2021
Q2 | $341K | Buy |
17,640
+1,995
| +13% | +$38.8K | ﹤0.01% | 667 |
|
|
2021
Q1 | $297K | Sell |
15,645
-1,345
| -8% | -$24.5K | 0.01% | 660 |
|
|
2020
Q4 | $297K | Sell |
16,990
-2,845
| -14% | -$48.2K | 0.01% | 624 |
|
|
2020
Q3 | $319K | Buy |
19,835
+560
| +3% | +$9.32K | 0.01% | 468 |
|
|
2020
Q2 | $313K | Sell |
19,275
-56,930
| -75% | -$919K | 0.01% | 435 |
|
|
2020
Q1 | $1.09M | Sell |
76,205
-13,310
| -15% | -$235K | 0.05% | 214 |
|
|
2019
Q4 | $1.76M | Sell |
89,515
-4,835
| -5% | -$92.3K | 0.07% | 167 |
|
|
2019
Q3 | $1.78M | Sell |
94,350
-705
| -0.7% | -$13.3K | 0.09% | 140 |
|
|
2019
Q2 | $1.8M | Sell |
95,055
-12,600
| -12% | -$236K | 0.1% | 119 |
|
|
2019
Q1 | $2.01M | Buy |
107,655
+880
| +0.8% | +$15.8K | 0.13% | 106 |
|
|
2018
Q4 | $1.8M | Buy |
106,775
+70,040
| +191% | +$1.25M | 0.18% | 84 |
|
|
2018
Q3 | $671K | Buy |
36,735
+6,040
| +20% | +$107K | 0.07% | 182 |
|
|
2018
Q2 | $521K | Buy |
30,695
+3,630
| +13% | +$61.7K | 0.06% | 196 |
|
|
2018
Q1 | $457K | Buy |
+27,065
| New | +$478K | 0.06% | 202 |
|
|
2016
Q2 | – | Sell |
-30,585
| Closed | -$478K | – | 167 |
|
|
2016
Q1 | $478K | Buy |
+30,585
| New | +$454K | 0.16% | 61 |
|
Other funds holding HDV
Lido Advisors's HDV Position: Q2 2026 in Review
Lido Advisors increased its iShares Core High Dividend ETF (HDV) stake by 5.3% in Q2 2026, buying an estimated $560K and bringing the position to 410,680 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #323.
Lido Advisors first reported a position in HDV in Q1 2016 and has held it in 35 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Lido Advisors held 410,680 shares of iShares Core High Dividend ETF worth $11.3M as of Q2 2026.
- Lido Advisors bought 20,600 iShares Core High Dividend ETF shares in Q2 2026, an estimated $560K.
- iShares Core High Dividend ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #323 holding.
- Lido Advisors first reported a position in iShares Core High Dividend ETF in Q1 2016 and has held it in 35 quarters since.
- 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.