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HDV

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
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 		$9.63M 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% +$6.95K 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 		$2.63M Buy
+134,325
New +$2.56M 1.58% 13

Other funds holding HDV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Teamwork Financial Advisors's HDV Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 1.5% in Q2 2026, selling an estimated $16.4K and leaving 39,336 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #103.

Teamwork Financial Advisors first reported a position in HDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.7M in Q4 2022. 180 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Teamwork Financial Advisors held 39,336 shares of iShares Core High Dividend ETF worth $1.08M as of Q2 2026.
  • Teamwork Financial Advisors sold 604 iShares Core High Dividend ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Core High Dividend ETF made up 0.1% of Teamwork Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Teamwork Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's iShares Core High Dividend ETF position peaked at $22.7M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.