Teamwork Financial Advisors
HDV icon

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

Teamwork Financial 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
Q3 		– Sell
-39,336
Closed -$1.08M – 201
2026
Q2 		$1.08M Sell
39,336
-604
-2% -$16.4K 0.1% 103
2026
Q1 		$1.08M Sell
39,940
-645
-2% -$17.2K 0.11% 101
2025
Q4 		$987K Sell
40,585
-2,560
-6% -$62.3K 0.1% 101
2025
Q3 		$1.06M Sell
43,145
-4,955
-10% -$120K 0.11% 99
2025
Q2 		$1.13M Sell
48,100
-2,585
-5% -$59.6K 0.13% 98
2025
Q1 		$1.23M Sell
50,685
-4,740
-9% -$111K 0.16% 82
2024
Q4 		$1.24M Sell
55,425
-27,130
-33% -$637K 0.16% 78
2024
Q3 		$1.94M Sell
82,555
-54,915
-40% -$1.26M 0.27% 55
2024
Q2 		$2.99M Sell
137,470
-1,090
-0.8% -$23.7K 0.44% 44
2024
Q1 		$3.05M Sell
138,560
-8,680
-6% -$182K 0.47% 43
2023
Q4 		$3M Sell
147,240
-33,440
-19% -$659K 0.52% 39
2023
Q3 		$3.57M Sell
180,680
-296,830
-62% -$6.07M 0.58% 39
2023
Q2 		$9.6M Sell
477,510
-95,735
-17% -$1.93M 1.56% 8
2023
Q1 		$11.7M Sell
573,245
-516,810
-47% -$10.6M 2.16% 7
2022
Q4 		$22.7M Buy
1,090,055
+287,960
+36% +$5.89M 4.58% 5
2022
Q3 		$14.6M Buy
802,095
+177,845
+28% +$3.59M 3.16% 6
2022
Q2 		$12.5M Buy
624,250
+581,125
+1,348% +$12.3M 2.74% 6
2022
Q1 		$922K Sell
43,125
-142,925
-77% -$2.97M 0.17% 106
2021
Q4 		$3.76M Sell
186,050
-9,375
-5% -$184K 0.69% 23
2021
Q3 		$3.68M Sell
195,425
-7,955
-4% -$154K 0.73% 23
2021
Q2 		$3.93M Sell
203,380
-43,835
-18% -$852K 0.8% 19
2021
Q1 		$4.69M Sell
247,215
-72,695
-23% -$1.33M 1.1% 15
2020
Q4 		$5.61M Buy
319,910
+410
+0.1% +$6.94K 1.33% 12
2020
Q3 		$5.14M Buy
319,500
+8,230
+3% +$137K 1.59% 10
2020
Q2 		$5.05M Buy
311,270
+41,995
+16% +$678K 1.81% 7
2020
Q1 		$3.85M Buy
269,275
+134,950
+100% +$2.38M 2.39% 7
2019
Q4 		$2.64M Buy
+134,325
New +$2.56M 1.58% 13

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Teamwork Financial Advisors's HDV Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2026, closing a stake of 39,336 shares — an estimated $1.08M sold.

Teamwork Financial Advisors first reported a position in HDV in Q4 2019 and held it in 27 quarters. The position peaked at $22.7M in Q4 2022. 545 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 39,336 iShares Core High Dividend ETF shares in Q3 2026, an estimated $1.08M.
  • Teamwork Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 27 quarters.
  • Teamwork Financial Advisors's iShares Core High Dividend ETF position peaked at $22.7M in Q4 2022.
  • 545 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.