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

Walkner Condon 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	$1.33M	Sell	48,590 -355	-0.7%	-$9.65K	0.15%	112
2026 Q1	$1.33M	Hold	48,945	–	–	0.18%	103
2025 Q4	$1.19M	Sell	48,945 -550	-1%	-$13.4K	0.17%	104
2025 Q3	$1.21M	Sell	49,495 -3,350	-6%	-$81K	0.19%	97
2025 Q2	$1.24M	Sell	52,845 -12,750	-19%	-$294K	0.23%	86
2025 Q1	$1.59M	Sell	65,595 -75	-0.1%	-$1.75K	0.32%	70
2024 Q4	$1.47M	Sell	65,670 -10,975	-14%	-$258K	0.3%	71
2024 Q3	$1.8M	Sell	76,645 -625	-0.8%	-$14.3K	0.37%	62
2024 Q2	$1.68M	Sell	77,270 -865	-1%	-$18.8K	0.36%	65
2024 Q1	$1.72M	Sell	78,135 -5,250	-6%	-$110K	0.37%	68
2023 Q4	$1.7M	Sell	83,385 -31,750	-28%	-$625K	0.39%	65
2023 Q3	$2.28M	Buy	115,135 +18,065	+19%	+$370K	0.6%	44
2023 Q2	$1.96M	Buy	97,070 +27,025	+39%	+$544K	0.52%	46
2023 Q1	$1.42M	Buy	70,045 +11,000	+19%	+$226K	0.4%	59
2022 Q4	$1.23M	Buy	59,045 +2,090	+4%	+$42.8K	0.37%	64
2022 Q3	$1.04M	Buy	56,955 +8,285	+17%	+$167K	0.34%	69
2022 Q2	$978K	Buy	48,670 +9,320	+24%	+$197K	0.31%	70
2022 Q1	$841K	Buy	39,350 +360	+0.9%	+$7.47K	0.24%	86
2021 Q4	$788K	Buy	38,990 +11,615	+42%	+$228K	0.51%	53
2021 Q3	$516K	Buy	+27,375	New	+$530K	0.25%	81

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

Walkner Condon Financial Advisors's HDV Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.73% in Q2 2026, selling an estimated $9.65K and leaving 48,590 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #112.

Walkner Condon Financial Advisors first reported a position in HDV in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q3 2023. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Walkner Condon Financial Advisors held 48,590 shares of iShares Core High Dividend ETF worth $1.33M as of Q2 2026.
Walkner Condon Financial Advisors sold 355 iShares Core High Dividend ETF shares in Q2 2026, an estimated $9.65K.
iShares Core High Dividend ETF made up 0.15% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #112 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core High Dividend ETF in Q3 2021 and has held it in 20 quarters since.
Walkner Condon Financial Advisors's iShares Core High Dividend ETF position peaked at $2.28M in Q3 2023.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.