S&A Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.14M Buy
78,203
+13,093
+20% +$356K 1.31% 24
2026
Q1
$1.77M Buy
+65,110
New +$1.73M 1.21% 26

Other funds holding HDV

S&A Financial Services's HDV Position: Q2 2026 in Review

S&A Financial Services increased its iShares Core High Dividend ETF (HDV) stake by 20% in Q2 2026, buying an estimated $356K and bringing the position to 78,203 shares worth $2.14M. The position accounts for 1.31% of the portfolio, ranked #24.

S&A Financial Services first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 875 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • S&A Financial Services held 78,203 shares of iShares Core High Dividend ETF worth $2.14M as of Q2 2026.
  • S&A Financial Services bought 13,093 iShares Core High Dividend ETF shares in Q2 2026, an estimated $356K.
  • iShares Core High Dividend ETF made up 1.31% of S&A Financial Services's portfolio in Q2 2026, its #24 holding.
  • S&A Financial Services first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 875 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.