Tectonic Advisors
HDV icon

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

Tectonic 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 		$643K Sell
23,004
-801
-3% -$23.1K 0.03% 234
2026
Q2 		$652K Sell
23,805
-390
-2% -$10.6K 0.03% 227
2026
Q1 		$657K Hold
24,195
– – 0.03% 215
2025
Q4 		$588K Hold
24,195
– – 0.03% 232
2025
Q3 		$593K Sell
24,195
-525
-2% -$12.7K 0.03% 233
2025
Q2 		$579K Sell
24,720
-1,015
-4% -$23.4K 0.03% 235
2025
Q1 		$623K Sell
25,735
-830
-3% -$19.4K 0.04% 210
2024
Q4 		$596K Sell
26,565
-255
-1% -$5.99K 0.04% 212
2024
Q3 		$631K Sell
26,820
-505
-2% -$11.6K 0.04% 208
2024
Q2 		$594K Sell
27,325
-110
-0.4% -$2.4K 0.04% 204
2024
Q1 		$605K Sell
27,435
-80
-0.3% -$1.68K 0.05% 201
2023
Q4 		$561K Buy
27,515
+5,165
+23% +$102K 0.05% 199
2023
Q3 		$442K Hold
22,350
– – 0.04% 204
2023
Q2 		$451K Sell
22,350
-1,570
-7% -$31.6K 0.06% 200
2023
Q1 		$486K Sell
23,920
-315
-1% -$6.47K 0.07% 184
2022
Q4 		$505K Sell
24,235
-1,490
-6% -$30.5K 0.08% 165
2022
Q3 		$470K Sell
25,725
-40
-0.2% -$808 0.09% 135
2022
Q2 		$518K Sell
25,765
-1,090
-4% -$23K 0.09% 126
2022
Q1 		$574K Buy
26,855
+15,510
+137% +$322K 0.1% 128
2021
Q4 		$229K Sell
11,345
-39,365
-78% -$772K 0.04% 179
2021
Q3 		$956K Sell
50,710
-11,120
-18% -$215K 0.19% 67
2021
Q2 		$1.19M Sell
61,830
-1,110
-2% -$21.6K 0.25% 60
2021
Q1 		$1.19M Buy
62,940
+8,235
+15% +$150K 0.3% 56
2020
Q4 		$959K Buy
+54,705
New +$927K 0.26% 68

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Tectonic Advisors's HDV Position: Q3 2026 in Review

Tectonic Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.4% in Q3 2026, selling an estimated $23.1K and leaving 23,004 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #234.

Tectonic Advisors first reported a position in HDV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.19M in Q2 2021. 285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Tectonic Advisors held 23,004 shares of iShares Core High Dividend ETF worth $643K as of Q3 2026.
  • Tectonic Advisors sold 801 iShares Core High Dividend ETF shares in Q3 2026, an estimated $23.1K.
  • iShares Core High Dividend ETF made up 0.03% of Tectonic Advisors's portfolio in Q3 2026, its #234 holding.
  • Tectonic Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • Tectonic Advisors's iShares Core High Dividend ETF position peaked at $1.19M in Q2 2021.
  • 285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.