Toth Financial Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

Toth Financial Advisory’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
2025 Q4	–	Sell	-2,830	Closed	-$69.3K	–	955
2025 Q3	$69.3K	Hold	2,830	–	–	0.01%	301
2025 Q2	$66.3K	Buy	+2,830	New	+$65.2K	0.01%	277
2023 Q4	–	Sell	-100	Closed	-$1.99K	–	763
2023 Q3	$1.99K	Hold	100	–	–	﹤0.01%	636
2023 Q2	$2.03K	Hold	100	–	–	﹤0.01%	636
2023 Q1	$2.03K	Hold	100	–	–	﹤0.01%	648
2022 Q4	$2.08K	Buy	+100	New	+$2.05K	﹤0.01%	586
2020 Q3	–	Sell	-450	Closed	-$7K	–	572
2020 Q2	$7K	Hold	450	–	–	﹤0.01%	383
2020 Q1	$6K	Hold	450	–	–	﹤0.01%	317
2019 Q4	$9K	Buy	+450	New	+$8.59K	﹤0.01%	314

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Toth Financial Advisory's HDV Position: Q4 2025 in Review

Toth Financial Advisory sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 2,830 shares — an estimated $69.3K sold.

Toth Financial Advisory first reported a position in HDV in Q4 2019 and held it in 9 quarters. The position peaked at $69.3K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Toth Financial Advisory reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 2,830 iShares Core High Dividend ETF shares in Q4 2025, an estimated $69.3K.
Toth Financial Advisory first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 9 quarters.
Toth Financial Advisory's iShares Core High Dividend ETF position peaked at $69.3K in Q3 2025.
813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.