Washington Trust Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Washington Trust 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	$436K	Hold	15,910	–	–	0.03%	167
2026 Q1	$432K	Hold	15,910	–	–	0.03%	164
2025 Q4	$387K	Hold	15,910	–	–	0.03%	165
2025 Q3	$390K	Hold	15,910	–	–	0.03%	163
2025 Q2	$373K	Hold	15,910	–	–	0.03%	151
2025 Q1	$385K	Hold	15,910	–	–	0.03%	142
2024 Q4	$357K	Hold	15,910	–	–	0.03%	151
2024 Q3	$374K	Hold	15,910	–	–	0.03%	147
2024 Q2	$346K	Hold	15,910	–	–	0.03%	144
2024 Q1	$351K	Hold	15,910	–	–	0.03%	139
2023 Q4	$325K	Hold	15,910	–	–	0.03%	147
2023 Q3	$315K	Hold	15,910	–	–	0.03%	144
2023 Q2	$321K	Hold	15,910	–	–	0.03%	143
2023 Q1	$323K	Buy	15,910 +7,285	+84%	+$150K	0.03%	144
2022 Q4	$180K	Hold	8,625	–	–	0.02%	190
2022 Q3	$157K	Hold	8,625	–	–	0.01%	220
2022 Q2	$173K	Hold	8,625	–	–	0.02%	214
2022 Q1	$184K	Hold	8,625	–	–	0.01%	252
2021 Q4	$174K	Buy	+8,625	New	+$169K	0.01%	272

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 22.9% 1-Year Est. Return

Washington Trust Advisors's HDV Position: Q2 2026 in Review

Washington Trust Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 15,910 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #167.

Washington Trust Advisors first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Washington Trust Advisors held 15,910 shares of iShares Core High Dividend ETF worth $436K as of Q2 2026.
Washington Trust Advisors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.03% of Washington Trust Advisors's portfolio in Q2 2026, its #167 holding.
Washington Trust Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.