TA
HDV

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
Q2 		$652K Sell
23,805
-390
-2% -$10.6K 0.03% 227
2026
Q1 		$657K Hold
24,195
– – 0.03% 214
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

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

Tectonic Advisors's HDV Position: Q2 2026 in Review

Tectonic Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, selling an estimated $10.6K and leaving 23,805 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #227.

Tectonic Advisors first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2021. 181 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Tectonic Advisors held 23,805 shares of iShares Core High Dividend ETF worth $652K as of Q2 2026.
  • Tectonic Advisors sold 390 iShares Core High Dividend ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Core High Dividend ETF made up 0.03% of Tectonic Advisors's portfolio in Q2 2026, its #227 holding.
  • Tectonic Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Tectonic Advisors's iShares Core High Dividend ETF position peaked at $1.19M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.