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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74M Buy
63,300
+1,020
+2% +$27.7K 0.03% 460
2026
Q1
$1.69M Sell
62,280
-6,785
-10% -$181K 0.04% 426
2025
Q4
$1.68M Sell
69,065
-2,855
-4% -$69.4K 0.04% 411
2025
Q3
$1.76M Sell
71,920
-10,105
-12% -$244K 0.04% 395
2025
Q2
$1.97M Buy
82,025
+7,355
+10% +$169K 0.05% 321
2025
Q1
$1.7M Buy
74,670
+4,405
+6% +$103K 0.05% 323
2024
Q4
$1.61M Sell
70,265
-13,065
-16% -$307K 0.05% 334
2024
Q3
$1.98M Buy
83,330
+240
+0.3% +$5.5K 0.06% 282
2024
Q2
$1.89M Sell
83,090
-6,065
-7% -$132K 0.06% 287
2024
Q1
$1.97M Sell
89,155
-56,565
-39% -$1.19M 0.06% 280
2023
Q4
$2.97M Buy
145,720
+11,270
+8% +$222K 0.1% 191
2023
Q3
$2.66M Buy
134,450
+11,360
+9% +$232K 0.1% 185
2023
Q2
$2.48M Sell
123,090
-264,395
-68% -$5.32M 0.09% 215
2023
Q1
$7.88M Buy
387,485
+102,980
+36% +$2.11M 0.32% 62
2022
Q4
$5.93M Sell
284,505
-113,620
-29% -$2.32M 0.27% 74
2022
Q3
$7.27M Buy
398,125
+326,310
+454% +$6.59M 0.37% 50
2022
Q2
$1.44M Buy
71,815
+15,510
+28% +$328K 0.1% 249
2022
Q1
$1.2M Buy
56,305
+750
+1% +$15.6K 0.07% 323
2021
Q4
$1.12M Buy
55,555
+3,635
+7% +$71.3K 0.06% 349
2021
Q3
$979K Sell
51,920
-20,815
-29% -$403K 0.06% 358
2021
Q2
$1.4M Buy
72,735
+625
+0.9% +$12.1K 0.08% 286
2021
Q1
$1.37M Buy
72,110
+385
+0.5% +$7.02K 0.09% 261
2020
Q4
$1.26M Sell
71,725
-1,440
-2% -$24.4K 0.09% 258
2020
Q3
$1.18M Buy
73,165
+23,040
+46% +$383K 0.1% 212
2020
Q2
$814K Sell
50,125
-6,260
-11% -$101K 0.08% 263
2020
Q1
$807K Buy
56,385
+23,950
+74% +$423K 0.11% 204
2019
Q4
$636K Buy
32,435
+570
+2% +$10.9K 0.07% 296
2019
Q3
$600K Buy
31,865
+13,750
+76% +$258K 0.08% 277
2019
Q2
$342K Buy
+18,115
New +$340K 0.04% 420
2018
Q1
Sell
-11,280
Closed -$203K 391
2017
Q4
$203K Buy
+11,280
New +$197K 0.08% 272

Other funds holding HDV

Mutual Advisors's HDV Position: Q2 2026 in Review

Mutual Advisors increased its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, buying an estimated $27.7K and bringing the position to 63,300 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #460.

Mutual Advisors first reported a position in HDV in Q4 2017 and has held it in 30 quarters since. The position peaked at $7.88M in Q1 2023. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Mutual Advisors held 63,300 shares of iShares Core High Dividend ETF worth $1.74M as of Q2 2026.
  • Mutual Advisors bought 1,020 iShares Core High Dividend ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core High Dividend ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #460 holding.
  • Mutual Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 30 quarters since.
  • Mutual Advisors's iShares Core High Dividend ETF position peaked at $7.88M in Q1 2023.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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