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

Wellspring 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	$1.68M	Buy	61,365 +405	+0.7%	+$11K	0.11%	71
2026 Q1	$1.65M	Buy	60,960 +375	+0.6%	+$9.98K	0.12%	66
2025 Q4	$1.47M	Buy	60,585 +605	+1%	+$14.7K	0.12%	63
2025 Q3	$1.47M	Buy	59,980 +455	+0.8%	+$11K	0.14%	54
2025 Q2	$1.39M	Buy	59,525 +1,705	+3%	+$39.3K	0.14%	52
2025 Q1	$1.4M	Buy	57,820 +380	+0.7%	+$8.88K	0.16%	46
2024 Q4	$1.29M	Buy	57,440 +575	+1%	+$13.5K	0.13%	54
2024 Q3	$1.34M	Buy	56,865 +590	+1%	+$13.5K	0.16%	51
2024 Q2	$1.22M	Buy	56,275 +485	+0.9%	+$10.6K	0.17%	53
2024 Q1	$1.23M	Buy	55,790 +430	+0.8%	+$9.04K	0.19%	49
2023 Q4	$1.13M	Buy	55,360 +100	+0.2%	+$1.97K	0.28%	49
2023 Q3	$1.09M	Hold	55,260	–	–	0.32%	46
2023 Q2	$1.11M	Buy	55,260 +440	+0.8%	+$8.86K	0.32%	44
2023 Q1	$1.11M	Buy	54,820 +495	+0.9%	+$10.2K	0.33%	46
2022 Q4	$1.13M	Buy	54,325 +595	+1%	+$12.2K	0.38%	44
2022 Q3	$981K	Buy	53,730 +695	+1%	+$14K	0.36%	40
2022 Q2	$1.06M	Buy	53,035 +295	+0.6%	+$6.23K	0.37%	38
2022 Q1	$1.13M	Buy	52,740 +380	+0.7%	+$7.89K	0.33%	38
2021 Q4	$1.06M	Buy	52,360 +555	+1%	+$10.9K	0.29%	41
2021 Q3	$977K	Buy	51,805 +415	+0.8%	+$8.03K	0.29%	41
2021 Q2	$992K	Buy	51,390 +22,775	+80%	+$442K	0.31%	41
2021 Q1	$409K	Sell	28,615 -21,820	-43%	-$398K	0.2%	48
2020 Q4	$884K	Buy	50,435 +520	+1%	+$8.81K	0.31%	39
2020 Q3	$803K	Buy	49,915 +535	+1%	+$8.9K	0.31%	39
2020 Q2	$801K	Buy	49,380 +20,765	+73%	+$335K	0.33%	36
2020 Q1	$409K	Buy	+28,615	New	+$506K	0.2%	48

Other funds holding HDV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wellspring Financial Advisors's HDV Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Core High Dividend ETF (HDV) stake by 0.66% in Q2 2026, buying an estimated $11K and bringing the position to 61,365 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #71.

Wellspring Financial Advisors first reported a position in HDV in Q1 2020 and has held it in 26 quarters since. 277 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Wellspring Financial Advisors held 61,365 shares of iShares Core High Dividend ETF worth $1.68M as of Q2 2026.
Wellspring Financial Advisors bought 405 iShares Core High Dividend ETF shares in Q2 2026, an estimated $11K.
iShares Core High Dividend ETF made up 0.11% of Wellspring Financial Advisors's portfolio in Q2 2026, its #71 holding.
Wellspring Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 26 quarters since.
277 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.