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

Lifeworks 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 Q3	$321K	Buy	+11,483	New	+$331K	0.03%	280

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Lifeworks Advisors's HDV Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 11,483 shares worth $321K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings.

805 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Lifeworks Advisors held 11,483 shares of iShares Core High Dividend ETF worth $321K as of Q3 2026.
iShares Core High Dividend ETF was a new Lifeworks Advisors position in Q3 2026.
iShares Core High Dividend ETF made up 0.03% of Lifeworks Advisors's portfolio in Q3 2026, its #280 holding.
805 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.