San Luis Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

San Luis Wealth 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	$264K	Buy	9,614 +64	+0.7%	+$1.74K	0.04%	163
2026 Q1	$259K	Buy	9,550 +60	+0.6%	+$1.6K	0.04%	151
2025 Q4	$231K	Buy	9,490 +95	+1%	+$2.31K	0.04%	166
2025 Q3	$230K	Buy	9,395 +75	+0.8%	+$1.81K	0.04%	161
2025 Q2	$218K	Buy	9,320 +70	+0.8%	+$1.61K	0.05%	131
2025 Q1	$224K	Buy	9,250 +65	+0.7%	+$1.52K	0.05%	124
2024 Q4	$206K	Buy	9,185 +90	+1%	+$2.12K	0.04%	136
2024 Q3	$214K	Buy	+9,095	New	+$208K	0.04%	133

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

San Luis Wealth Advisors's HDV Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.67% in Q2 2026, buying an estimated $1.74K and bringing the position to 9,614 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #163.

San Luis Wealth Advisors first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

San Luis Wealth Advisors held 9,614 shares of iShares Core High Dividend ETF worth $264K as of Q2 2026.
San Luis Wealth Advisors bought 64 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.74K.
iShares Core High Dividend ETF made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #163 holding.
San Luis Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.