RFA
HDV

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

Register Financial 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 		$283K Buy
10,321
+166
+2% +$4.51K 0.09% 202
2026
Q1 		$276K Buy
10,155
+1,030
+11% +$27.4K 0.1% 183
2025
Q4 		$222K Buy
9,125
+70
+0.8% +$1.7K 0.09% 188
2025
Q3 		$222K Buy
9,055
+3,455
+62% +$83.5K 0.09% 185
2025
Q2 		$131K Sell
5,600
-70
-1% -$1.61K 0.06% 218
2025
Q1 		$137K Buy
5,670
+15
+0.3% +$351 0.07% 195
2024
Q4 		$127K Sell
5,655
-115
-2% -$2.7K 0.06% 206
2024
Q3 		$136K Sell
5,770
-1,980
-26% -$45.3K 0.07% 193
2024
Q2 		$168K Buy
7,750
+1,380
+22% +$30K 0.09% 183
2024
Q1 		$140K Sell
6,370
-570
-8% -$12K 0.07% 207
2023
Q4 		$142K Sell
6,940
-125
-2% -$2.46K 0.09% 170
2023
Q3 		$140K Sell
7,065
-180
-2% -$3.68K 0.1% 165
2023
Q2 		$146K Buy
7,245
+115
+2% +$2.31K 0.1% 162
2023
Q1 		$145K Buy
7,130
+280
+4% +$5.75K 0.11% 157
2022
Q4 		$143K Buy
+6,850
New +$140K 0.09% 187

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Register Financial Advisors's HDV Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, buying an estimated $4.51K and bringing the position to 10,321 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #202.

Register Financial Advisors first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Register Financial Advisors held 10,321 shares of iShares Core High Dividend ETF worth $283K as of Q2 2026.
  • Register Financial Advisors bought 166 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4.51K.
  • iShares Core High Dividend ETF made up 0.09% of Register Financial Advisors's portfolio in Q2 2026, its #202 holding.
  • Register Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.