WBH Advisory’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $352K | Sell |
12,839
-2,351
| -15% | -$63.9K | 0.02% | 297 |
|
|
2026
Q1 | $407K | Sell |
15,190
-685
| -4% | -$18.2K | 0.03% | 259 |
|
|
2025
Q4 | $386K | Buy |
15,875
+50
| +0.3% | +$1.22K | 0.03% | 261 |
|
|
2025
Q3 | $388K | Buy |
15,825
+35
| +0.2% | +$846 | 0.03% | 264 |
|
|
2025
Q2 | $370K | Buy |
15,790
+35
| +0.2% | +$806 | 0.03% | 264 |
|
|
2025
Q1 | $382K | Buy |
15,755
+30
| +0.2% | +$701 | 0.04% | 241 |
|
|
2024
Q4 | $353K | Sell |
15,725
-950
| -6% | -$22.3K | 0.03% | 248 |
|
|
2024
Q3 | $392K | Buy |
16,675
+45
| +0.3% | +$1.03K | 0.04% | 236 |
|
|
2024
Q2 | $362K | Sell |
16,630
-640
| -4% | -$13.9K | 0.04% | 241 |
|
|
2024
Q1 | $381K | Buy |
17,270
+40
| +0.2% | +$841 | 0.04% | 237 |
|
|
2023
Q4 | $351K | Sell |
17,230
-2,430
| -12% | -$47.9K | 0.04% | 242 |
|
|
2023
Q3 | $389K | Buy |
19,660
+195
| +1% | +$3.99K | 0.05% | 226 |
|
|
2023
Q2 | $392K | Buy |
19,465
+555
| +3% | +$11.2K | 0.05% | 228 |
|
|
2023
Q1 | $384K | Buy |
+18,910
| New | +$388K | 0.05% | 231 |
|
|
2022
Q3 | $399K | Sell |
21,840
-635
| -3% | -$12.8K | 0.06% | 208 |
|
|
2022
Q2 | $451K | Buy |
22,475
+4,575
| +26% | +$96.6K | 0.06% | 208 |
|
|
2022
Q1 | $383K | Sell |
17,900
-595
| -3% | -$12.3K | 0.05% | 234 |
|
|
2021
Q4 | $374K | Buy |
18,495
+1,420
| +8% | +$27.8K | 0.04% | 241 |
|
|
2021
Q3 | $322K | Buy |
17,075
+45
| +0.3% | +$871 | 0.04% | 239 |
|
|
2021
Q2 | $331K | Buy |
17,030
+55
| +0.3% | +$1.07K | 0.05% | 214 |
|
|
2021
Q1 | $322K | Sell |
16,975
-2,945
| -15% | -$53.7K | 0.05% | 221 |
|
|
2020
Q4 | $360K | Buy |
19,920
+610
| +3% | +$10.3K | 0.06% | 200 |
|
|
2020
Q3 | $311K | Buy |
19,310
+555
| +3% | +$9.23K | 0.06% | 198 |
|
|
2020
Q2 | $304K | Sell |
18,755
-95
| -0.5% | -$1.53K | 0.07% | 196 |
|
|
2020
Q1 | $269 | Sell |
18,850
-27,125
| -59% | -$479K | 0.06% | 187 |
|
|
2019
Q4 | $901K | Buy |
45,975
+19,515
| +74% | +$372K | 0.18% | 115 |
|
|
2019
Q3 | $498K | Buy |
26,460
+530
| +2% | +$9.96K | 0.11% | 151 |
|
|
2019
Q2 | $490K | Buy |
25,930
+1,525
| +6% | +$28.6K | 0.11% | 154 |
|
|
2019
Q1 | $455K | Buy |
24,405
+2,945
| +14% | +$52.9K | 0.11% | 157 |
|
|
2018
Q4 | $362 | Buy |
21,460
+655
| +3% | +$11.6K | 0.09% | 169 |
|
|
2018
Q3 | $376K | Buy |
20,805
+20
| +0.1% | +$355 | 0.09% | 182 |
|
|
2018
Q2 | $353K | Buy |
20,785
+420
| +2% | +$7.14K | 0.09% | 176 |
|
|
2018
Q1 | $344K | Buy |
20,365
+6,015
| +42% | +$106K | 0.09% | 177 |
|
|
2017
Q4 | $258K | Buy |
+14,350
| New | +$251K | 0.07% | 199 |
|
Other funds holding HDV
SAM
LIA
WBH Advisory's HDV Position: Q2 2026 in Review
WBH Advisory reduced its iShares Core High Dividend ETF (HDV) stake by 15% in Q2 2026, selling an estimated $63.9K and leaving 12,839 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #297.
WBH Advisory first reported a position in HDV in Q4 2017 and has held it in 34 quarters since. The position peaked at $901K in Q4 2019. 648 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- WBH Advisory held 12,839 shares of iShares Core High Dividend ETF worth $352K as of Q2 2026.
- WBH Advisory sold 2,351 iShares Core High Dividend ETF shares in Q2 2026, an estimated $63.9K.
- iShares Core High Dividend ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #297 holding.
- WBH Advisory first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- WBH Advisory's iShares Core High Dividend ETF position peaked at $901K in Q4 2019.
- 648 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.