Wealth Analytics Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Wealth Analytics Partners’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 Q3	$17.4K	Buy	+623	New	+$17.9K	0.01%	118

Other funds holding HDV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Analytics Partners's HDV Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 623 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #118 among its holdings.

226 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Wealth Analytics Partners held 623 shares of iShares Core High Dividend ETF worth $17.4K as of Q3 2026.
iShares Core High Dividend ETF was a new Wealth Analytics Partners position in Q3 2026.
iShares Core High Dividend ETF made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #118 holding.
226 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.