OAS
HDV

Optivise Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Optivise 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
2026
Q2 		– Sell
-15,330
Closed -$416K – 235
2026
Q1 		$416K Buy
+15,330
New +$408K 0.25% 100

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Optivise Advisory Services's HDV Position: Q2 2026 in Review

Optivise Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 15,330 shares — an estimated $416K sold.

Optivise Advisory Services first reported a position in HDV in Q1 2026 and held it in 1 quarter. The position peaked at $416K in Q1 2026. 338 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Optivise Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 15,330 iShares Core High Dividend ETF shares in Q2 2026, an estimated $416K.
  • Optivise Advisory Services first reported a position in iShares Core High Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Optivise Advisory Services's iShares Core High Dividend ETF position peaked at $416K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.