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
2026 Q2	$250K	Sell	9,123 -52	-0.6%	-$1.41K	0.01%	545
2026 Q1	$249K	Sell	9,175 -4,340	-32%	-$116K	0.01%	513
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 $1.55T 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

SageView Advisory Group's HDV Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.57% in Q2 2026, selling an estimated $1.41K and leaving 9,123 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #545.

SageView Advisory Group first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5M in Q4 2023. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

SageView Advisory Group held 9,123 shares of iShares Core High Dividend ETF worth $250K as of Q2 2026.
SageView Advisory Group sold 52 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.41K.
iShares Core High Dividend ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #545 holding.
SageView Advisory Group first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Core High Dividend ETF position peaked at $5M in Q4 2023.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.