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

Mayflower Financial 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 Q2	$3.69M	Buy	134,695 +260	+0.2%	+$7.07K	0.32%	79
2026 Q1	$3.65M	Buy	134,435 +4,130	+3%	+$110K	0.44%	61
2025 Q4	$3.17M	Buy	130,305 +4,220	+3%	+$103K	0.38%	70
2025 Q3	$3.09M	Buy	126,085 +165	+0.1%	+$3.99K	0.39%	65
2025 Q2	$2.95M	Buy	125,920 +775	+0.6%	+$17.9K	0.41%	60
2025 Q1	$3.03M	Buy	125,145 +815	+0.7%	+$19K	0.46%	54
2024 Q4	$2.79M	Buy	124,330 +200	+0.2%	+$4.7K	0.42%	57
2024 Q3	$2.92M	Sell	124,130 -660	-0.5%	-$15.1K	0.44%	54
2024 Q2	$2.71M	Sell	124,790 -4,925	-4%	-$107K	0.45%	58
2024 Q1	$2.86M	Sell	129,715 -2,185	-2%	-$45.9K	0.48%	56
2023 Q4	$2.69M	Buy	131,900 +5,915	+5%	+$116K	0.37%	64
2023 Q3	$2.49M	Sell	125,985 -900	-0.7%	-$18.4K	0.37%	60
2023 Q2	$2.56M	Sell	126,885 -1,465	-1%	-$29.5K	0.33%	66
2023 Q1	$2.61M	Sell	128,350 -6,375	-5%	-$131K	0.34%	65
2022 Q4	$2.81M	Buy	134,725 +2,440	+2%	+$49.9K	0.39%	56
2022 Q3	$2.42M	Sell	132,285 -21,665	-14%	-$438K	0.39%	54
2022 Q2	$3.09M	Buy	153,950 +55,000	+56%	+$1.16M	0.47%	45
2022 Q1	$2.12M	Buy	98,950 +1,560	+2%	+$32.4K	0.28%	63
2021 Q4	$1.97M	Buy	97,390 +11,685	+14%	+$229K	0.26%	69
2021 Q3	$1.67M	Buy	85,705 +215	+0.3%	+$4.16K	0.22%	75
2021 Q2	$1.65M	Buy	85,490 +3,235	+4%	+$62.9K	0.23%	74
2021 Q1	$1.56M	Buy	82,255 +1,250	+2%	+$22.8K	0.23%	74
2020 Q4	$1.42M	Buy	+81,005	New	+$1.37M	0.25%	69

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

Mayflower Financial Advisors's HDV Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.19% in Q2 2026, buying an estimated $7.07K and bringing the position to 134,695 shares worth $3.69M. The position accounts for 0.32% of the portfolio, ranked #79.

Mayflower Financial Advisors first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Mayflower Financial Advisors held 134,695 shares of iShares Core High Dividend ETF worth $3.69M as of Q2 2026.
Mayflower Financial Advisors bought 260 iShares Core High Dividend ETF shares in Q2 2026, an estimated $7.07K.
iShares Core High Dividend ETF made up 0.32% of Mayflower Financial Advisors's portfolio in Q2 2026, its #79 holding.
Mayflower Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.