Advus Financial Partners, LLC’s iShares Core High Dividend ETF HDV Stock Holding History

Advus Financial Partners, LLC’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	$1.08M	Sell	39,311 -58,074	-60%	-$1.58M	0.24%	81
2026 Q1	$2.64M	Sell	97,385 -229,000	-70%	-$6.1M	0.66%	31
2025 Q4	$7.94M	Buy	326,385 +7,575	+2%	+$184K	1.92%	8
2025 Q3	$7.81M	Sell	318,810 -10,540	-3%	-$255K	1.87%	8
2025 Q2	$7.72M	Sell	329,350 -6,340	-2%	-$146K	1.97%	8
2025 Q1	$8.13M	Buy	335,690 +14,750	+5%	+$345K	2.28%	8
2024 Q4	$7.21M	Sell	320,940 -9,390	-3%	-$221K	2.03%	9
2024 Q3	$7.77M	Sell	330,330 -1,860	-0.6%	-$42.6K	2.22%	8
2024 Q2	$7.22M	Sell	332,190 -460	-0.1%	-$10K	2.2%	8
2024 Q1	$7.33M	Buy	332,650 +7,595	+2%	+$160K	2.27%	7
2023 Q4	$6.63M	Buy	325,055 +3,030	+0.9%	+$59.7K	2.28%	8
2023 Q3	$6.37M	Sell	322,025 -25,905	-7%	-$530K	2.51%	9
2023 Q2	$7.01M	Buy	347,930 +8,720	+3%	+$176K	2.7%	7
2023 Q1	$6.9M	Buy	339,210 +158,550	+88%	+$3.25M	2.85%	9
2022 Q4	$3.77M	Buy	180,660 +30,850	+21%	+$631K	1.64%	16
2022 Q3	$2.74M	Buy	149,810 +36,850	+33%	+$745K	1.45%	17
2022 Q2	$2.27M	Buy	+112,960	New	+$2.39M	1.2%	19

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

Advus Financial Partners, LLC's HDV Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares Core High Dividend ETF (HDV) stake by 60% in Q2 2026, selling an estimated $1.58M and leaving 39,311 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #81.

Advus Financial Partners, LLC first reported a position in HDV in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.13M in Q1 2025. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Advus Financial Partners, LLC held 39,311 shares of iShares Core High Dividend ETF worth $1.08M as of Q2 2026.
Advus Financial Partners, LLC sold 58,074 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.58M.
iShares Core High Dividend ETF made up 0.24% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #81 holding.
Advus Financial Partners, LLC first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 17 quarters since.
Advus Financial Partners, LLC's iShares Core High Dividend ETF position peaked at $8.13M in Q1 2025.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.