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

Valued Wealth 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	$234K	Sell	8,544 -1	-0%	-$27	0.09%	47
2026 Q1	$232K	Hold	8,545	–	–	0.09%	42
2025 Q4	$208K	Hold	8,545	–	–	0.09%	43
2025 Q3	$209K	Sell	8,545 -80	-0.9%	-$1.93K	0.1%	41
2025 Q2	$202K	Sell	8,625 -85	-1%	-$1.96K	0.11%	37
2025 Q1	$211K	Sell	8,710 -45	-0.5%	-$1.05K	0.13%	35
2024 Q4	$197K	Buy	8,755 +8,675	+10,844%	+$204K	0.12%	38
2024 Q3	$1.88K	Hold	80	–	–	﹤0.01%	377
2024 Q2	$1.74K	Hold	80	–	–	﹤0.01%	383
2024 Q1	$1.76K	Buy	+80	New	+$1.68K	﹤0.01%	372

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

Valued Wealth Advisors's HDV Position: Q2 2026 in Review

Valued Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.01% in Q2 2026, selling an estimated $27 and leaving 8,544 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #47.

Valued Wealth Advisors first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Valued Wealth Advisors held 8,544 shares of iShares Core High Dividend ETF worth $234K as of Q2 2026.
Valued Wealth Advisors sold 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
iShares Core High Dividend ETF made up 0.09% of Valued Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Valued Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.