World Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

World Investment 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	$3.42M	Sell	35,845 -94,585	-73%	-$2.57M	0.06%	347
2026 Q1	$3.54M	Buy	130,430 +4,430	+4%	+$118K	0.06%	342
2025 Q4	$3.06M	Buy	126,000 +9,690	+8%	+$236K	0.05%	366
2025 Q3	$2.85M	Sell	116,310 -13,345	-10%	-$322K	0.06%	333
2025 Q2	$3.04M	Sell	129,655 -1,040	-0.8%	-$24K	0.07%	296
2025 Q1	$3.17M	Sell	130,695 -10,270	-7%	-$240K	0.08%	274
2024 Q4	$3.16M	Sell	140,965 -9,280	-6%	-$218K	0.09%	262
2024 Q3	$3.53M	Buy	+150,245	New	+$3.44M	0.11%	210
2022 Q4	–	Sell	-25,485	Closed	-$465K	–	253
2022 Q3	$465K	Sell	25,485 -39,130	-61%	-$791K	0.11%	139
2022 Q2	$1.33M	Buy	+64,615	New	+$1.36M	0.28%	58

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

World Investment Advisors's HDV Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 73% in Q2 2026, selling an estimated $2.57M and leaving 35,845 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #347.

World Investment Advisors first reported a position in HDV in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.54M in Q1 2026. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

World Investment Advisors held 35,845 shares of iShares Core High Dividend ETF worth $3.42M as of Q2 2026.
World Investment Advisors sold 94,585 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.57M.
iShares Core High Dividend ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #347 holding.
World Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 10 quarters since.
World Investment Advisors's iShares Core High Dividend ETF position peaked at $3.54M in Q1 2026.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.