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

Physician 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	$8.77K	Hold	320	–	–	﹤0.01%	908
2026 Q1	$8.69K	Hold	320	–	–	﹤0.01%	840
2025 Q4	$7.78K	Hold	320	–	–	﹤0.01%	847
2025 Q3	$7.84K	Hold	320	–	–	﹤0.01%	810
2025 Q2	$7.5K	Hold	320	–	–	﹤0.01%	705
2025 Q1	$7.75K	Hold	320	–	–	﹤0.01%	653
2024 Q4	$7.18K	Buy	+320	New	+$7.52K	﹤0.01%	684
2022 Q4	–	Sell	-121,045	Closed	-$2.35M	–	154
2022 Q3	$2.35M	Buy	121,045 +1,345	+1%	+$27.2K	0.72%	28
2022 Q2	$2.48M	Buy	+119,700	New	+$2.53M	0.72%	28

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

Physician Wealth Advisors's HDV Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 320 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Physician Wealth Advisors first reported a position in HDV in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.48M in Q2 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Physician Wealth Advisors held 320 shares of iShares Core High Dividend ETF worth $8.77K as of Q2 2026.
Physician Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #908 holding.
Physician Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares Core High Dividend ETF position peaked at $2.48M in Q2 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.