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

Resurgent 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	$244K	Buy	+8,886	New	+$242K	0.07%	262
2024 Q2	–	Sell	-12,020	Closed	-$265K	–	187
2024 Q1	$265K	Buy	12,020 +4,510	+60%	+$94.8K	0.14%	156
2023 Q4	$153K	Sell	7,510 -15	-0.2%	-$295	0.09%	191
2023 Q3	$149K	Buy	7,525 +360	+5%	+$7.37K	0.1%	182
2023 Q2	$144K	Sell	7,165 -12,235	-63%	-$246K	0.1%	186
2023 Q1	$394K	Sell	19,400 -265	-1%	-$5.44K	0.26%	89
2022 Q4	$410K	Sell	19,665 -1,290	-6%	-$26.4K	0.22%	106
2022 Q3	$382K	Buy	20,955 +4,460	+27%	+$90.1K	0.26%	109
2022 Q2	$331K	Sell	16,495 -1,620	-9%	-$34.2K	0.21%	125
2022 Q1	$387K	Buy	+18,115	New	+$376K	0.24%	105

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

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

Resurgent Financial Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 8,886 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #262 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in HDV as recently as Q1 2024.

Resurgent Financial Advisors first reported a position in HDV in Q1 2022 and has held it in 10 quarters since. The position peaked at $410K in Q4 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Resurgent Financial Advisors held 8,886 shares of iShares Core High Dividend ETF worth $244K as of Q2 2026.
iShares Core High Dividend ETF was a new Resurgent Financial Advisors position in Q2 2026.
iShares Core High Dividend ETF made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #262 holding.
Resurgent Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 10 quarters since.
Resurgent Financial Advisors's iShares Core High Dividend ETF position peaked at $410K in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.