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

Richwood Investment 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 Q1	$494K	Buy	90,950 +72,410	+391%	+$1.93M	0.38%	60
2025 Q4	$508K	Sell	18,540 -1,225	-6%	-$29.8K	0.37%	62
2025 Q3	$484K	Sell	19,765 -175	-0.9%	-$4.23K	0.38%	61
2025 Q2	$467K	Hold	19,940	–	–	0.38%	61
2025 Q1	$483K	Hold	19,940	–	–	0.41%	61
2024 Q4	$448K	Sell	19,940 -3,000	-13%	-$70.5K	0.37%	68
2024 Q3	$540K	Hold	22,940	–	–	0.45%	57
2024 Q2	$499K	Sell	22,940 -1,000	-4%	-$21.8K	0.44%	58
2024 Q1	$528K	Hold	23,940	–	–	0.47%	60
2023 Q4	$488K	Buy	23,940 +10	+0%	+$197	0.46%	61
2023 Q3	$473K	Sell	23,930 -325	-1%	-$6.65K	0.48%	58
2023 Q2	$489K	Buy	24,255 +635	+3%	+$12.8K	0.48%	58
2023 Q1	$480K	Hold	23,620	–	–	0.48%	60
2022 Q4	$492K	Hold	23,620	–	–	0.5%	58
2022 Q3	$431K	Hold	23,620	–	–	0.47%	60
2022 Q2	$474K	Hold	23,620	–	–	0.48%	60
2022 Q1	$505K	Sell	23,620 -175	-0.7%	-$3.63K	0.45%	65
2021 Q4	$481K	Buy	+23,795	New	+$467K	0.42%	60

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Richwood Investment Advisors's HDV Position: Q1 2026 in Review

Richwood Investment Advisors increased its iShares Core High Dividend ETF (HDV) stake by 391% in Q1 2026, buying an estimated $1.93M and bringing the position to 90,950 shares worth $494K. The position accounts for 0.38% of the portfolio, ranked #60.

Richwood Investment Advisors first reported a position in HDV in Q4 2021 and has held it in 18 quarters since. The position peaked at $540K in Q3 2024. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Richwood Investment Advisors held 90,950 shares of iShares Core High Dividend ETF worth $494K as of Q1 2026.
Richwood Investment Advisors bought 72,410 iShares Core High Dividend ETF shares in Q1 2026, an estimated $1.93M.
iShares Core High Dividend ETF made up 0.38% of Richwood Investment Advisors's portfolio in Q1 2026, its #60 holding.
Richwood Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's iShares Core High Dividend ETF position peaked at $540K in Q3 2024.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.