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

Sunesis 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	$1.08M	Hold	39,295	–	–	0.45%	26
2026 Q1	$1.07M	Hold	39,295	–	–	0.48%	25
2025 Q4	$956K	Hold	39,295	–	–	0.43%	27
2025 Q3	$962K	Buy	+39,295	New	+$950K	0.45%	27
2025 Q1	$983K	Sell	40,590 -1,325	-3%	-$31K	0.53%	24
2024 Q4	$941K	Hold	41,915	–	–	0.57%	25
2024 Q3	$986K	Hold	41,915	–	–	0.59%	26
2024 Q2	$911K	Hold	41,915	–	–	0.54%	29
2024 Q1	$924K	Buy	+41,915	New	+$881K	0.54%	30

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

Sunesis Advisors's HDV Position: Q2 2026 in Review

Sunesis Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 39,295 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #26.

Sunesis Advisors first reported a position in HDV in Q1 2024 and has held it in 9 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sunesis Advisors held 39,295 shares of iShares Core High Dividend ETF worth $1.08M as of Q2 2026.
Sunesis Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.45% of Sunesis Advisors's portfolio in Q2 2026, its #26 holding.
Sunesis Advisors first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.