Madden Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Madden Advisory Services’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 Q2	$1.62M	Sell	58,990 -1,640	-3%	-$44.6K	0.58%	42
2026 Q1	$1.65M	Sell	60,630 -9,545	-14%	-$254K	0.65%	38
2025 Q4	$1.71M	Buy	70,175 +480	+0.7%	+$11.7K	0.69%	35
2025 Q3	$1.71M	Sell	69,695 -3,620	-5%	-$87.5K	0.66%	37
2025 Q2	$1.72M	Buy	73,315 +2,275	+3%	+$52.4K	0.73%	35
2025 Q1	$1.72M	Sell	71,040 -235	-0.3%	-$5.49K	0.8%	32
2024 Q4	$1.6M	Hold	71,275	–	–	0.74%	34
2024 Q3	$1.68M	Buy	71,275 +3,800	+6%	+$87K	0.77%	33
2024 Q2	$1.47M	Buy	67,475 +1,740	+3%	+$37.9K	0.75%	33
2024 Q1	$1.45M	Sell	65,735 -5,585	-8%	-$117K	0.76%	32
2023 Q4	$1.45M	Buy	71,320 +705	+1%	+$13.9K	0.82%	31
2023 Q3	$1.4M	Buy	70,615 +3,710	+6%	+$75.9K	0.88%	31
2023 Q2	$1.35M	Hold	66,905	–	–	0.87%	32
2023 Q1	$1.36M	Hold	66,905	–	–	0.95%	30
2022 Q4	$1.39M	Sell	66,905 -1,575	-2%	-$32.2K	1.04%	28
2022 Q3	$1.25M	Hold	68,480	–	–	1%	27
2022 Q2	$1.38M	Hold	68,480	–	–	1.04%	24
2022 Q1	$1.46M	Hold	68,480	–	–	0.99%	25
2021 Q4	$1.38M	Buy	68,480 +1,455	+2%	+$28.5K	0.91%	25
2021 Q3	$1.26M	Buy	67,025 +13,090	+24%	+$253K	0.9%	27
2021 Q2	$1.04M	Sell	53,935 -1,895	-3%	-$36.8K	0.77%	26
2021 Q1	$1.06M	Sell	55,830 -1,405	-2%	-$25.6K	0.83%	25
2020 Q4	$1M	Sell	57,235 -100	-0.2%	-$1.69K	0.84%	24
2020 Q3	$922K	Buy	57,335 +1,155	+2%	+$19.2K	0.88%	23
2020 Q2	$911K	Sell	56,180 -161,530	-74%	-$2.61M	0.94%	25
2020 Q1	$3.12M	Buy	+217,710	New	+$3.85M	2.16%	17

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.96% 1-Year Est. Return

Madden Advisory Services's HDV Position: Q2 2026 in Review

Madden Advisory Services reduced its iShares Core High Dividend ETF (HDV) stake by 2.7% in Q2 2026, selling an estimated $44.6K and leaving 58,990 shares worth $1.62M. The position accounts for 0.58% of the portfolio, ranked #42.

Madden Advisory Services first reported a position in HDV in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.12M in Q1 2020. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Madden Advisory Services held 58,990 shares of iShares Core High Dividend ETF worth $1.62M as of Q2 2026.
Madden Advisory Services sold 1,640 iShares Core High Dividend ETF shares in Q2 2026, an estimated $44.6K.
iShares Core High Dividend ETF made up 0.58% of Madden Advisory Services's portfolio in Q2 2026, its #42 holding.
Madden Advisory Services first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Madden Advisory Services's iShares Core High Dividend ETF position peaked at $3.12M in Q1 2020.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.