Roehl & Yi Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Roehl & Yi 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	$576K	Buy	+393,167	New	+$10.7M	0.19%	106

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

Roehl & Yi Investment Advisors's HDV Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 393,167 shares worth $576K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings.

879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Roehl & Yi Investment Advisors held 393,167 shares of iShares Core High Dividend ETF worth $576K as of Q2 2026.
iShares Core High Dividend ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
iShares Core High Dividend ETF made up 0.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #106 holding.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.