Moneta Group Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Moneta Group Investment 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	$1.98M	Sell	72,265 -290,815	-80%	-$7.91M	0.01%	301
2026 Q1	$1.97M	Buy	363,080 +282,670	+352%	+$7.52M	0.01%	270
2025 Q4	$1.96M	Buy	80,410 +1,170	+1%	+$28.5K	0.01%	267
2025 Q3	$1.94M	Buy	+79,240	New	+$1.91M	0.02%	266
2024 Q1	–	Sell	-10,150	Closed	-$207K	–	618
2023 Q4	$207K	Sell	10,150 -1,560	-13%	-$30.7K	﹤0.01%	525
2023 Q3	$232K	Sell	11,710 -16,775	-59%	-$343K	0.01%	457
2023 Q2	$574K	Buy	28,485 +1,910	+7%	+$38.4K	0.01%	297
2023 Q1	$540K	Sell	26,575 -13,435	-34%	-$276K	0.01%	307
2022 Q4	$843K	Buy	+40,010	New	+$819K	0.02%	219

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

Moneta Group Investment Advisors's HDV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 80% in Q2 2026, selling an estimated $7.91M and leaving 72,265 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #301.

Moneta Group Investment Advisors first reported a position in HDV in Q4 2022 and has held it in 9 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Moneta Group Investment Advisors held 72,265 shares of iShares Core High Dividend ETF worth $1.98M as of Q2 2026.
Moneta Group Investment Advisors sold 290,815 iShares Core High Dividend ETF shares in Q2 2026, an estimated $7.91M.
iShares Core High Dividend ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #301 holding.
Moneta Group Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 9 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.