LWA
HDV

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

Lowe 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
2025
Q3 		$307K Hold
12,550
– – 0.11% 48
2025
Q2 		$294K Hold
12,550
– – 0.11% 46
2025
Q1 		$304K Hold
12,550
– – 0.13% 44
2024
Q4 		$282K Hold
12,550
– – 0.12% 43
2024
Q3 		$295K Sell
12,550
-125
-1% -$2.86K 0.13% 42
2024
Q2 		$276K Sell
12,675
-595
-4% -$13K 0.13% 41
2024
Q1 		$292K Sell
13,270
-125
-0.9% -$2.63K 0.14% 39
2023
Q4 		$273K Hold
13,395
– – 0.14% 42
2023
Q3 		$265K Sell
13,395
-150
-1% -$3.07K 0.14% 40
2023
Q2 		$273K Sell
13,545
-1,215
-8% -$24.5K 0.14% 42
2023
Q1 		$300K Hold
14,760
– – 0.16% 39
2022
Q4 		$308K Hold
14,760
– – 0.17% 37
2022
Q3 		$269K Sell
14,760
-120
-0.8% -$2.42K 0.16% 37
2022
Q2 		$299K Hold
14,880
– – 0.16% 36
2022
Q1 		$318K Sell
14,880
-185
-1% -$3.84K 0.14% 38
2021
Q4 		$304K Sell
15,065
-450
-3% -$8.82K 0.13% 38
2021
Q3 		$292K Sell
15,515
-1,070
-6% -$20.7K 0.14% 38
2021
Q2 		$320K Sell
16,585
-3,425
-17% -$66.5K 0.15% 35
2021
Q1 		$380K Sell
20,010
-1,285
-6% -$23.4K 0.19% 27
2020
Q4 		$373K Sell
21,295
-1,535
-7% -$26K 0.19% 26
2020
Q3 		$367K Sell
22,830
-2,265
-9% -$37.7K 0.2% 24
2020
Q2 		$407K Sell
25,095
-4,350
-15% -$70.3K 0.24% 23
2020
Q1 		$421K Sell
29,445
-140,890
-83% -$2.49M 0.3% 22
2019
Q4 		$3.34M Sell
170,335
-25
-0% -$477 1.86% 12
2019
Q3 		$3.21M Sell
170,360
-3,450
-2% -$64.8K 1.92% 12
2019
Q2 		$3.29M Sell
173,810
-1,745
-1% -$32.7K 1.97% 12
2019
Q1 		$3.27M Sell
175,555
-1,505
-0.8% -$27K 1.98% 13
2018
Q4 		$2.99M Sell
177,060
-5,375
-3% -$95.6K 2.04% 13
2018
Q3 		$3.3M Sell
182,435
-2,070
-1% -$36.7K 1.95% 13
2018
Q2 		$3.14M Sell
184,505
-2,090
-1% -$35.5K 1.95% 13
2018
Q1 		$3.15M Sell
186,595
-3,980
-2% -$70.3K 1.98% 13
2017
Q4 		$3.44M Sell
190,575
-1,365
-0.7% -$23.9K 2.09% 13
2017
Q3 		$3.3M Sell
191,940
-700
-0.4% -$11.8K 2.06% 13
2017
Q2 		$3.2M Buy
192,640
+4,005
+2% +$67.2K 2.04% 13
2017
Q1 		$3.16M Buy
188,635
+675
+0.4% +$11.3K 2.08% 12
2016
Q4 		$3.09M Sell
187,960
-2,535
-1% -$40.8K 2.11% 12
2016
Q3 		$3.1M Sell
190,495
-75
-0% -$1.23K 2.1% 12
2016
Q2 		$3.13M Buy
190,570
+325
+0.2% +$5.17K 2.1% 13
2016
Q1 		$2.97M Buy
190,245
+2,300
+1% +$34.2K 2.04% 13
2015
Q4 		$2.76M Buy
187,945
+6,700
+4% +$99.1K 1.88% 14
2015
Q3 		$2.52M Buy
181,245
+2,260
+1% +$32.8K 1.91% 13
2015
Q2 		$2.63M Buy
178,985
+4,760
+3% +$72.8K 1.78% 15
2015
Q1 		$2.61M Buy
174,225
+15,750
+10% +$241K 1.78% 15
2014
Q4 		$2.43M Buy
+158,475
New +$2.42M 1.74% 16

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Lowe Wealth Advisors's HDV Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q3 2025 at 12,550 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #48.

Lowe Wealth Advisors first reported a position in HDV in Q4 2014 and has held it in 44 quarters since. The position peaked at $3.44M in Q4 2017. 781 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

  • Lowe Wealth Advisors held 12,550 shares of iShares Core High Dividend ETF worth $307K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q3 2025.
  • iShares Core High Dividend ETF made up 0.11% of Lowe Wealth Advisors's portfolio in Q3 2025, its #48 holding.
  • Lowe Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's iShares Core High Dividend ETF position peaked at $3.44M in Q4 2017.
  • 781 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.