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

Visionary 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	$283K	Sell	10,315 -765	-7%	-$20.8K	0.01%	563
2026 Q1	$301K	Sell	11,080 -20	-0.2%	-$532	0.01%	524
2025 Q4	$270K	Buy	11,100 +40	+0.4%	+$973	0.01%	520
2025 Q3	$271K	Sell	11,060 -1,010	-8%	-$24.4K	0.01%	509
2025 Q2	$283K	Buy	12,070 +1,690	+16%	+$38.9K	0.01%	470
2025 Q1	$251K	Sell	10,380 -1,790	-15%	-$41.8K	0.02%	481
2024 Q4	$273K	Buy	12,170 +85	+0.7%	+$2K	0.02%	457
2024 Q3	$284K	Buy	12,085 +10	+0.1%	+$229	0.02%	441
2024 Q2	$262K	Sell	12,075 -3,465	-22%	-$75.4K	0.02%	436
2024 Q1	$343K	Buy	15,540 +1,705	+12%	+$35.8K	0.02%	389
2023 Q4	$282K	Buy	13,835 +20	+0.1%	+$394	0.02%	401
2023 Q3	$273K	Sell	13,815 -650	-4%	-$13.3K	0.02%	381
2023 Q2	$292K	Sell	14,465 -500	-3%	-$10.1K	0.02%	368
2023 Q1	$304K	Buy	14,965 +430	+3%	+$8.83K	0.03%	354
2022 Q4	$303K	Sell	14,535 -1,125	-7%	-$23K	0.03%	315
2022 Q3	$286K	Sell	15,660 -265	-2%	-$5.36K	0.03%	306
2022 Q2	$320K	Buy	15,925 +1,035	+7%	+$21.9K	0.03%	310
2022 Q1	$318K	Buy	14,890 +245	+2%	+$5.08K	0.03%	317
2021 Q4	$296K	Buy	14,645 +150	+1%	+$2.94K	0.02%	295
2021 Q3	$273K	Hold	14,495	–	–	0.03%	257
2021 Q2	$280K	Buy	14,495 +515	+4%	+$10K	0.03%	275
2021 Q1	$265K	Hold	13,980	–	–	0.03%	273
2020 Q4	$245K	Sell	13,980 -700	-5%	-$11.9K	0.03%	262
2020 Q3	$236K	Sell	14,680 -870	-6%	-$14.5K	0.03%	221
2020 Q2	$252K	Sell	15,550 -1,625	-9%	-$26.2K	0.04%	193
2020 Q1	$246K	Buy	17,175 +3,245	+23%	+$57.3K	0.05%	166
2019 Q4	$273K	Buy	+13,930	New	+$266K	0.05%	173

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

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

Visionary Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 6.9% in Q2 2026, selling an estimated $20.8K and leaving 10,315 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #563.

Visionary Wealth Advisors first reported a position in HDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $343K in Q1 2024. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Visionary Wealth Advisors held 10,315 shares of iShares Core High Dividend ETF worth $283K as of Q2 2026.
Visionary Wealth Advisors sold 765 iShares Core High Dividend ETF shares in Q2 2026, an estimated $20.8K.
iShares Core High Dividend ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #563 holding.
Visionary Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's iShares Core High Dividend ETF position peaked at $343K in Q1 2024.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.