Procyon Advisors
HDV icon

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

Procyon 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
Q3 		$277K Buy
9,893
+2,583
+35% +$74.4K 0.01% 476
2026
Q2 		$200K Buy
+7,310
New +$199K 0.01% 559

Other funds holding HDV

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Procyon Advisors's HDV Position: Q3 2026 in Review

Procyon Advisors increased its iShares Core High Dividend ETF (HDV) stake by 35% in Q3 2026, buying an estimated $74.4K and bringing the position to 9,893 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #476.

Procyon Advisors first reported a position in HDV in Q2 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Procyon Advisors held 9,893 shares of iShares Core High Dividend ETF worth $277K as of Q3 2026.
  • Procyon Advisors bought 2,583 iShares Core High Dividend ETF shares in Q3 2026, an estimated $74.4K.
  • iShares Core High Dividend ETF made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #476 holding.
  • Procyon Advisors first reported a position in iShares Core High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.