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

McClarren 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
2025 Q2	–	Sell	-1,700	Closed	-$101K	–	173
2025 Q1	$101K	Sell	1,700 -2,450	-59%	-$57.3K	0.07%	105
2024 Q4	$93K	Buy	4,150 +2,485	+149%	+$58.4K	0.26%	58
2024 Q3	$202	Buy	1,665 +580	+53%	+$13.3K	0.03%	71
2024 Q2	$88K	Sell	1,085 -2,955	-73%	-$64.3K	0.06%	112
2024 Q1	$89K	Buy	4,040 +35	+0.9%	+$736	0.06%	109
2023 Q4	$82K	Buy	4,005 +90	+2%	+$1.77K	0.06%	122
2023 Q3	$77K	Sell	3,915 -1,640	-30%	-$33.6K	0.07%	121
2023 Q2	$111K	Buy	5,555 +50	+0.9%	+$1.01K	0.09%	99
2023 Q1	$110K	Buy	5,505 +55	+1%	+$1.13K	0.1%	97
2022 Q4	$113K	Buy	+5,450	New	+$112K	0.11%	95

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

McClarren Financial Advisors's HDV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 1,700 shares — an estimated $101K sold.

McClarren Financial Advisors first reported a position in HDV in Q4 2022 and held it in 10 quarters. The position peaked at $113K in Q4 2022. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,700 iShares Core High Dividend ETF shares in Q2 2025, an estimated $101K.
McClarren Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 10 quarters.
McClarren Financial Advisors's iShares Core High Dividend ETF position peaked at $113K in Q4 2022.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.