Rik Saylor Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Rik Saylor Financial’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	$474K	Sell	17,275 -900	-5%	-$24.5K	0.31%	70
2026 Q1	$493K	Buy	18,175 +25	+0.1%	+$665	0.37%	66
2025 Q4	$441K	Buy	18,150 +40	+0.2%	+$973	0.32%	68
2025 Q3	$444K	Sell	18,110 -75	-0.4%	-$1.81K	0.32%	68
2025 Q2	$426K	Sell	18,185 -30	-0.2%	-$691	0.33%	67
2025 Q1	$441K	Buy	18,215 +25	+0.1%	+$584	0.39%	60
2024 Q4	$408K	Buy	+18,190	New	+$427K	0.38%	64

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Regimen Wealth Atlanta, Georgia $371M AUM 14.18% 1-Year Est. Return

Rik Saylor Financial's HDV Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Core High Dividend ETF (HDV) stake by 5% in Q2 2026, selling an estimated $24.5K and leaving 17,275 shares worth $474K. The position accounts for 0.31% of the portfolio, ranked #70.

Rik Saylor Financial first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q1 2026. 509 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Rik Saylor Financial held 17,275 shares of iShares Core High Dividend ETF worth $474K as of Q2 2026.
Rik Saylor Financial sold 900 iShares Core High Dividend ETF shares in Q2 2026, an estimated $24.5K.
iShares Core High Dividend ETF made up 0.31% of Rik Saylor Financial's portfolio in Q2 2026, its #70 holding.
Rik Saylor Financial first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares Core High Dividend ETF position peaked at $493K in Q1 2026.
509 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.