Sagespring Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Sagespring Wealth Partners’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	$2.51M	Sell	91,477 -4,363	-5%	-$119K	0.04%	190
2026 Q1	$2.6M	Sell	95,840 -725	-0.8%	-$19.3K	0.05%	174
2025 Q4	$2.35M	Buy	96,565 +85	+0.1%	+$2.07K	0.04%	173
2025 Q3	$2.36M	Buy	96,480 +610	+0.6%	+$14.7K	0.05%	162
2025 Q2	$2.25M	Sell	95,870 -765	-0.8%	-$17.6K	0.05%	164
2025 Q1	$2.34M	Sell	96,635 -1,395	-1%	-$32.6K	0.06%	142
2024 Q4	$2.2M	Buy	+98,030	New	+$2.3M	0.06%	137

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

Sagespring Wealth Partners's HDV Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 4.6% in Q2 2026, selling an estimated $119K and leaving 91,477 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #190.

Sagespring Wealth Partners first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q1 2026. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sagespring Wealth Partners held 91,477 shares of iShares Core High Dividend ETF worth $2.51M as of Q2 2026.
Sagespring Wealth Partners sold 4,363 iShares Core High Dividend ETF shares in Q2 2026, an estimated $119K.
iShares Core High Dividend ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #190 holding.
Sagespring Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Core High Dividend ETF position peaked at $2.6M in Q1 2026.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.