RDA Financial Network’s iShares Core High Dividend ETF HDV Stock Holding History

RDA Financial Network’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	$1.91M	Sell	69,838 -417	-0.6%	-$11.3K	0.42%	60
2026 Q1	$1.91M	Buy	70,255 +2,915	+4%	+$77.6K	0.48%	58
2025 Q4	$1.64M	Buy	67,340 +1,125	+2%	+$27.4K	0.39%	75
2025 Q3	$1.62M	Buy	66,215 +150	+0.2%	+$3.63K	0.4%	82
2025 Q2	$1.55M	Sell	66,065 -1,325	-2%	-$30.5K	0.42%	74
2025 Q1	$1.63M	Buy	67,390 +725	+1%	+$16.9K	0.49%	68
2024 Q4	$1.5M	Sell	66,665 -8,425	-11%	-$198K	0.44%	72
2024 Q3	$1.77M	Sell	75,090 -550	-0.7%	-$12.6K	0.55%	51
2024 Q2	$1.64M	Buy	75,640 +350	+0.5%	+$7.62K	0.54%	53
2024 Q1	$1.66M	Sell	75,290 -150	-0.2%	-$3.15K	0.57%	53
2023 Q4	$1.54M	Sell	75,440 -3,850	-5%	-$75.8K	0.58%	51
2023 Q3	$1.57M	Sell	79,290 -1,550	-2%	-$31.7K	0.68%	43
2023 Q2	$1.63M	Sell	80,840 -1,875	-2%	-$37.7K	0.69%	43
2023 Q1	$1.68M	Buy	82,715 +2,000	+2%	+$41.1K	0.77%	38
2022 Q4	$1.68M	Sell	80,715 -3,635	-4%	-$74.4K	0.85%	32
2022 Q3	$1.54M	Sell	84,350 -800	-0.9%	-$16.2K	0.84%	34
2022 Q2	$1.71M	Buy	85,150 +2,610	+3%	+$55.1K	0.86%	34
2022 Q1	$1.76M	Buy	82,540 +655	+0.8%	+$13.6K	0.75%	39
2021 Q4	$1.65M	Buy	81,885 +285	+0.3%	+$5.59K	0.67%	45
2021 Q3	$1.54M	Hold	81,600	–	–	0.68%	45
2021 Q2	$1.57M	Sell	81,600 -30	-0%	-$583	0.7%	44
2021 Q1	$1.55M	Sell	81,630 -70	-0.1%	-$1.28K	0.66%	46
2020 Q4	$1.43M	Buy	81,700 +23,165	+40%	+$392K	0.65%	47
2020 Q3	$942K	Buy	58,535 +24,550	+72%	+$408K	0.43%	64
2020 Q2	$552K	Buy	33,985 +7,315	+27%	+$118K	0.28%	92
2020 Q1	$382K	Sell	26,670 -8,785	-25%	-$155K	0.23%	104
2019 Q4	$674K	Sell	35,455 -270	-0.8%	-$5.15K	0.27%	93
2019 Q3	$681K	Buy	35,725 +5,990	+20%	+$113K	0.29%	90
2019 Q2	$566K	Buy	29,735 +8,535	+40%	+$160K	0.25%	97
2019 Q1	$402K	Buy	+21,200	New	+$381K	0.19%	129

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

RDA Financial Network's HDV Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Core High Dividend ETF (HDV) stake by 0.59% in Q2 2026, selling an estimated $11.3K and leaving 69,838 shares worth $1.91M. The position accounts for 0.42% of the portfolio, ranked #60.

RDA Financial Network first reported a position in HDV in Q1 2019 and has held it in 30 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

RDA Financial Network held 69,838 shares of iShares Core High Dividend ETF worth $1.91M as of Q2 2026.
RDA Financial Network sold 417 iShares Core High Dividend ETF shares in Q2 2026, an estimated $11.3K.
iShares Core High Dividend ETF made up 0.42% of RDA Financial Network's portfolio in Q2 2026, its #60 holding.
RDA Financial Network first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 30 quarters since.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.