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

Strategies 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
2025 Q3	–	Sell	-9,095	Closed	-$213K	–	191
2025 Q2	$213K	Hold	9,095	–	–	0.02%	175
2025 Q1	$220K	Hold	9,095	–	–	0.03%	162
2024 Q4	$211K	Hold	9,095	–	–	0.03%	120
2024 Q3	$214K	Sell	9,095 -955	-10%	-$21.9K	0.03%	89
2024 Q2	$219K	Hold	10,050	–	–	0.03%	82
2024 Q1	$221K	Buy	10,050 +5	+0%	+$105	0.03%	89
2023 Q4	$205K	Sell	10,045 -95	-0.9%	-$1.87K	0.04%	84
2023 Q3	$201K	Hold	10,140	–	–	0.04%	76
2023 Q2	$204K	Buy	+10,140	New	+$204K	0.04%	81

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Strategies Wealth Advisors's HDV Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 9,095 shares — an estimated $213K sold.

Strategies Wealth Advisors first reported a position in HDV in Q2 2023 and held it in 9 quarters. The position peaked at $221K in Q1 2024. 784 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

Strategies Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 9,095 iShares Core High Dividend ETF shares in Q3 2025, an estimated $213K.
Strategies Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 9 quarters.
Strategies Wealth Advisors's iShares Core High Dividend ETF position peaked at $221K in Q1 2024.
784 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.