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 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 $1.37T 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 $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mount Yale Investment Advisors's HDV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 36,700 shares worth $996K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HDV as recently as Q4 2024.

Mount Yale Investment Advisors first reported a position in HDV in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2022. 859 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Mount Yale Investment Advisors held 36,700 shares of iShares Core High Dividend ETF worth $996K as of Q1 2026.
iShares Core High Dividend ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Core High Dividend ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #519 holding.
Mount Yale Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 4 quarters since.
Mount Yale Investment Advisors's iShares Core High Dividend ETF position peaked at $1.2M in Q2 2022.
859 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.