Nova Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Nova Wealth Management’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	$109K	Buy	3,959 +24	+0.6%	+$653	0.06%	173
2026 Q1	$107K	Buy	3,935 +20	+0.5%	+$532	0.07%	164
2025 Q4	$95.2K	Buy	3,915 +375	+11%	+$9.12K	0.07%	170
2025 Q3	$86.7K	Buy	3,540 +25	+0.7%	+$604	0.06%	171
2025 Q2	$82.4K	Buy	3,515 +25	+0.7%	+$576	0.06%	176
2025 Q1	$84.5K	Buy	3,490 +20	+0.6%	+$467	0.07%	163
2024 Q4	$77.9K	Buy	+3,470	New	+$81.5K	0.07%	147

Other funds holding HDV

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return