N.E.W. Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

N.E.W. Advisory Services’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	-410	Closed	-$9.93K	–	871
2025 Q1	$9.93K	Buy	+410	New	+$9.58K	﹤0.01%	613

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

N.E.W. Advisory Services's HDV Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 410 shares — an estimated $9.93K sold.

N.E.W. Advisory Services first reported a position in HDV in Q1 2025 and held it in 1 quarter. The position peaked at $9.93K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

N.E.W. Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 410 iShares Core High Dividend ETF shares in Q2 2025, an estimated $9.93K.
N.E.W. Advisory Services first reported a position in iShares Core High Dividend ETF in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's iShares Core High Dividend ETF position peaked at $9.93K in Q1 2025.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.