Vantage Financial Partners (Wisconsin)’s iShares Core High Dividend ETF HDV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$370K	Sell	15,210 -145	-0.9%	-$3.53K	0.08%	143
2025 Q3	$376K	Sell	15,355 -65	-0.4%	-$1.57K	0.08%	139
2025 Q2	$361K	Buy	15,420 +95	+0.6%	+$2.19K	0.08%	133
2025 Q1	$371K	Sell	15,325 -6,255	-29%	-$146K	0.09%	120
2024 Q4	$485K	Sell	21,580 -1,745	-7%	-$41K	0.12%	104
2024 Q3	$549K	Sell	23,325 -2,860	-11%	-$65.5K	0.14%	101
2024 Q2	$569K	Sell	26,185 -60	-0.2%	-$1.31K	0.15%	75
2024 Q1	$578K	Buy	26,245 +1,385	+6%	+$29.1K	0.16%	74
2023 Q4	$507K	Buy	+24,860	New	+$490K	0.15%	69

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s HDV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core High Dividend ETF (HDV) stake by 0.94% in Q4 2025, selling an estimated $3.53K and leaving 15,210 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #143.

Vantage Financial Partners (Wisconsin) first reported a position in HDV in Q4 2023 and has held it in 9 quarters since. The position peaked at $578K in Q1 2024. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 15,210 shares of iShares Core High Dividend ETF worth $370K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 145 iShares Core High Dividend ETF shares in Q4 2025, an estimated $3.53K.
iShares Core High Dividend ETF made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #143 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares Core High Dividend ETF position peaked at $578K in Q1 2024.
809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.