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

SOA 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	$1.52M	Sell	55,349 -2,166	-4%	-$58.9K	0.26%	69
2026 Q1	$1.56M	Sell	57,515 -6,705	-10%	-$178K	0.29%	61
2025 Q4	$1.56M	Sell	64,220 -1,320	-2%	-$32.1K	0.26%	60
2025 Q3	$1.61M	Sell	65,540 -410	-0.6%	-$9.91K	0.28%	59
2025 Q2	$1.55M	Sell	65,950 -9,440	-13%	-$218K	0.29%	60
2025 Q1	$1.83M	Sell	75,390 -680	-0.9%	-$15.9K	0.38%	50
2024 Q4	$1.71M	Sell	76,070 -205	-0.3%	-$4.82K	0.31%	55
2024 Q3	$1.79M	Sell	76,275 -1,800	-2%	-$41.2K	0.34%	56
2024 Q2	$1.7M	Sell	78,075 -6,730	-8%	-$147K	0.34%	55
2024 Q1	$1.87M	Sell	84,805 -2,260	-3%	-$47.5K	0.39%	51
2023 Q4	$1.78M	Sell	87,065 -7,105	-8%	-$140K	0.4%	50
2023 Q3	$1.86M	Buy	94,170 +1,180	+1%	+$24.1K	0.46%	45
2023 Q2	$1.87M	Sell	92,990 -5,890	-6%	-$119K	0.44%	47
2023 Q1	$2.01M	Buy	98,880 +230	+0.2%	+$4.72K	0.5%	43
2022 Q4	$2.06M	Buy	98,650 +8,985	+10%	+$184K	0.55%	42
2022 Q3	$1.64M	Buy	89,665 +690	+0.8%	+$13.9K	0.49%	45
2022 Q2	$1.79M	Buy	88,975 +22,535	+34%	+$476K	0.53%	45
2022 Q1	$1.42M	Buy	66,440 +2,060	+3%	+$42.8K	0.35%	59
2021 Q4	$1.3M	Buy	64,380 +95	+0.1%	+$1.86K	0.31%	57
2021 Q3	$1.21M	Hold	64,285	–	–	0.31%	63
2021 Q2	$1.24M	Sell	64,285 -1,080	-2%	-$21K	0.32%	62
2021 Q1	$1.24M	Sell	65,365 -3,355	-5%	-$61.2K	0.35%	60
2020 Q4	$1.24M	Buy	+68,720	New	+$1.16M	0.34%	58

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

SOA Wealth Advisors's HDV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.8% in Q2 2026, selling an estimated $58.9K and leaving 55,349 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #69.

SOA Wealth Advisors first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q4 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

SOA Wealth Advisors held 55,349 shares of iShares Core High Dividend ETF worth $1.52M as of Q2 2026.
SOA Wealth Advisors sold 2,166 iShares Core High Dividend ETF shares in Q2 2026, an estimated $58.9K.
iShares Core High Dividend ETF made up 0.26% of SOA Wealth Advisors's portfolio in Q2 2026, its #69 holding.
SOA Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Core High Dividend ETF position peaked at $2.06M in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.