SageView Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History

SageView Advisory Group’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
2025 Q4	$329K	Hold	13,515	–	–	0.01%	455
2025 Q3	$331K	Buy	13,515 +4,340	+47%	+$105K	0.01%	485
2025 Q2	$219K	Hold	9,175	–	–	0.01%	579
2025 Q1	$222K	Sell	9,175 -240	-3%	-$5.61K	0.01%	549
2024 Q4	$211K	Sell	9,415 -4,440	-32%	-$104K	0.01%	560
2024 Q3	$326K	Sell	13,855 -8,690	-39%	-$199K	0.02%	370
2024 Q2	$490K	Buy	22,545 +1,480	+7%	+$32.2K	0.02%	343
2024 Q1	$242K	Sell	21,065 -217,740	-91%	-$4.58M	0.01%	471
2023 Q4	$5M	Buy	238,805 +20,250	+9%	+$399K	0.22%	65
2023 Q3	$4.32M	Buy	218,555 +25,845	+13%	+$529K	0.25%	58
2023 Q2	$3.88M	Sell	192,710 -1,080	-0.6%	-$21.7K	0.22%	69
2023 Q1	$3.94M	Buy	193,790 +180,390	+1,346%	+$3.7M	0.25%	64
2022 Q4	$279K	Buy	+13,400	New	+$274K	0.02%	337

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SageView Advisory Group's HDV Position: Q4 2025 in Review

SageView Advisory Group held its iShares Core High Dividend ETF (HDV) position steady in Q4 2025 at 13,515 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #455.

SageView Advisory Group first reported a position in HDV in Q4 2022 and has held it in 13 quarters since. The position peaked at $5M in Q4 2023. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

SageView Advisory Group held 13,515 shares of iShares Core High Dividend ETF worth $329K as of Q4 2025.
SageView Advisory Group left its iShares Core High Dividend ETF share count unchanged in Q4 2025.
iShares Core High Dividend ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #455 holding.
SageView Advisory Group first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Core High Dividend ETF position peaked at $5M in Q4 2023.
809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.