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

Transamerica 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	$243K	Buy	8,875 +3,120	+54%	+$84.9K	0.02%	390
2026 Q1	$156K	Buy	5,755 +5,720	+16,343%	+$152K	0.01%	431
2025 Q4	$817	Buy	35 +15	+75%	+$365	﹤0.01%	1273
2025 Q3	$398	Buy	+20	New	+$483	﹤0.01%	1346
2023 Q1	–	Sell	-1,640	Closed	-$35K	–	647
2022 Q4	$35K	Hold	1,640	–	–	0.01%	291
2022 Q3	$30K	Hold	1,640	–	–	﹤0.01%	287
2022 Q2	$33K	Buy	+1,640	New	+$34.6K	﹤0.01%	288
2017 Q3	–	Sell	-2,665	Closed	-$45K	–	429
2017 Q2	$45K	Buy	2,665 +650	+32%	+$10.9K	0.01%	226
2017 Q1	$34K	Sell	2,015 -1,890	-48%	-$31.5K	﹤0.01%	234
2016 Q4	$65K	Buy	3,905 +890	+30%	+$14.3K	0.01%	221
2016 Q3	$49K	Buy	+3,015	New	+$49.6K	0.01%	231
2015 Q1	–	Sell	-103,265	Closed	-$1.58M	–	909
2014 Q4	$1.58M	Buy	+103,265	New	+$1.57M	0.12%	102

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Transamerica Financial Advisors increased its iShares Core High Dividend ETF (HDV) stake by 54% in Q2 2026, buying an estimated $84.9K and bringing the position to 8,875 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #390.

Transamerica Financial Advisors first reported a position in HDV in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2014. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Transamerica Financial Advisors held 8,875 shares of iShares Core High Dividend ETF worth $243K as of Q2 2026.
Transamerica Financial Advisors bought 3,120 iShares Core High Dividend ETF shares in Q2 2026, an estimated $84.9K.
iShares Core High Dividend ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #390 holding.
Transamerica Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2014 and has held it in 12 quarters since.
Transamerica Financial Advisors's iShares Core High Dividend ETF position peaked at $1.58M in Q4 2014.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.