Mount Yale Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Mount Yale 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	$876K	Sell	31,948 -4,752	-13%	-$129K	0.02%	622
2026 Q1	$996K	Buy	+36,700	New	+$977K	0.02%	519
2025 Q1	–	Sell	-15,435	Closed	-$347K	–	555
2024 Q4	$347K	Buy	+15,435	New	+$363K	0.03%	406
2022 Q4	–	Sell	-50,850	Closed	-$928K	–	475
2022 Q3	$928K	Sell	50,850 -8,980	-15%	-$181K	0.12%	176
2022 Q2	$1.2M	Buy	+59,830	New	+$1.26M	0.15%	152

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 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's HDV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 13% in Q2 2026, selling an estimated $129K and leaving 31,948 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #622.

Mount Yale Investment Advisors first reported a position in HDV in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2022. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Mount Yale Investment Advisors held 31,948 shares of iShares Core High Dividend ETF worth $876K as of Q2 2026.
Mount Yale Investment Advisors sold 4,752 iShares Core High Dividend ETF shares in Q2 2026, an estimated $129K.
iShares Core High Dividend ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #622 holding.
Mount Yale Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 5 quarters since.
Mount Yale Investment Advisors's iShares Core High Dividend ETF position peaked at $1.2M in Q2 2022.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.