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 Q2	$499K	Sell	18,190 -72,760	-80%	-$1.98M	0.35%	63
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 $1.55T 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

Richwood Investment Advisors's HDV Position: Q2 2026 in Review

Richwood Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 80% in Q2 2026, selling an estimated $1.98M and leaving 18,190 shares worth $499K. The position accounts for 0.35% of the portfolio, ranked #63.

Richwood Investment Advisors first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $540K in Q3 2024. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Richwood Investment Advisors held 18,190 shares of iShares Core High Dividend ETF worth $499K as of Q2 2026.
Richwood Investment Advisors sold 72,760 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.98M.
iShares Core High Dividend ETF made up 0.35% of Richwood Investment Advisors's portfolio in Q2 2026, its #63 holding.
Richwood Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's iShares Core High Dividend ETF position peaked at $540K in Q3 2024.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.