Wealth Enhancement Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Wealth Enhancement Advisory Services’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	$31.9M	Buy	1,151,334 +33,104	+3%	+$900K	0.05%	305
2026 Q1	$30M	Sell	1,118,230 -215,535	-16%	-$5.74M	0.06%	285
2025 Q4	$32.5M	Buy	1,333,765 +37,965	+3%	+$923K	0.04%	345
2025 Q3	$31.7M	Buy	1,295,800 +47,695	+4%	+$1.15M	0.05%	326
2025 Q2	$29.8M	Sell	1,248,105 -50,235	-4%	-$1.16M	0.05%	316
2025 Q1	$31.5M	Sell	1,298,340 -44,325	-3%	-$1.04M	0.06%	294
2024 Q4	$30.1M	Buy	1,342,665 +113,300	+9%	+$2.66M	0.06%	291
2024 Q3	$28.9M	Sell	1,229,365 -2,420	-0.2%	-$55.4K	0.06%	288
2024 Q2	$26.8M	Sell	1,231,785 -660	-0.1%	-$14.4K	0.06%	281
2024 Q1	$27.2M	Buy	1,232,445 +46,100	+4%	+$969K	0.07%	261
2023 Q4	$24.2M	Sell	1,186,345 -15,785	-1%	-$311K	0.07%	267
2023 Q3	$23.8M	Buy	+1,202,130	New	+$24.6M	0.08%	244

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

Wealth Enhancement Advisory Services's HDV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core High Dividend ETF (HDV) stake by 3% in Q2 2026, buying an estimated $900K and bringing the position to 1,151,334 shares worth $31.9M. The position accounts for 0.05% of the portfolio, ranked #305.

Wealth Enhancement Advisory Services first reported a position in HDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.5M in Q4 2025. 882 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Wealth Enhancement Advisory Services held 1,151,334 shares of iShares Core High Dividend ETF worth $31.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 33,104 iShares Core High Dividend ETF shares in Q2 2026, an estimated $900K.
iShares Core High Dividend ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #305 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Core High Dividend ETF position peaked at $32.5M in Q4 2025.
882 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.