New England Private Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

New England Private Wealth 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	$443K	Buy	15,394 +9	+0.1%	+$245	0.04%	150
2026 Q1	$418K	Hold	15,385	–	–	0.05%	141
2025 Q4	$374K	Hold	15,385	–	–	0.05%	137
2025 Q3	$377K	Hold	15,385	–	–	0.05%	136
2025 Q2	$367K	Hold	15,385	–	–	0.05%	121
2025 Q1	$373K	Hold	15,385	–	–	0.06%	108
2024 Q4	$345K	Hold	15,385	–	–	0.05%	113
2024 Q3	$362K	Hold	15,385	–	–	0.06%	111
2024 Q2	$335K	Hold	15,385	–	–	0.06%	110
2024 Q1	$338K	Sell	15,385 -5	-0%	-$105	0.06%	109
2023 Q4	$314K	Sell	15,390 -2,265	-13%	-$44.6K	0.06%	107
2023 Q3	$349K	Buy	17,655 +5	+0%	+$102	0.07%	91
2023 Q2	$356K	Hold	17,650	–	–	0.07%	88
2023 Q1	$359K	Buy	17,650 +5	+0%	+$103	0.07%	84
2022 Q4	$368K	Buy	+17,645	New	+$361K	0.08%	82

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

New England Private Wealth Advisors's HDV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.06% in Q2 2026, buying an estimated $245 and bringing the position to 15,394 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #150.

New England Private Wealth Advisors first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

New England Private Wealth Advisors held 15,394 shares of iShares Core High Dividend ETF worth $443K as of Q2 2026.
New England Private Wealth Advisors bought 9 iShares Core High Dividend ETF shares in Q2 2026, an estimated $245.
iShares Core High Dividend ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #150 holding.
New England Private Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.