SIC
HDV

Salem Investment Counselors’s iShares Core High Dividend ETF HDV Stock Holding History

Salem Investment Counselors’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 		$86.8K Hold
3,165
– – ﹤0.01% 527
2026
Q1 		$85.9K Buy
+3,165
New +$84.3K ﹤0.01% 510
2025
Q4 		– Sell
-3,415
Closed -$83.6K – 705
2025
Q3 		$83.6K Buy
3,415
+90
+3% +$2.17K ﹤0.01% 503
2025
Q2 		$77.9K Hold
3,325
– – ﹤0.01% 500
2025
Q1 		$80.5K Hold
3,325
– – ﹤0.01% 489
2024
Q4 		$74.7K Sell
3,325
-500
-13% -$11.7K ﹤0.01% 503
2024
Q3 		$90K Hold
3,825
– – ﹤0.01% 474
2024
Q2 		$83.2K Hold
3,825
– – ﹤0.01% 474
2024
Q1 		$84.3K Sell
3,825
-235
-6% -$4.94K ﹤0.01% 475
2023
Q4 		$82.8K Sell
4,060
-70
-2% -$1.38K ﹤0.01% 467
2023
Q3 		$82.6K Hold
4,130
– – ﹤0.01% 448
2023
Q2 		$83.3K Buy
4,130
+70
+2% +$1.41K ﹤0.01% 446
2023
Q1 		$82.5K Buy
4,060
+1,885
+87% +$38.7K ﹤0.01% 449
2022
Q4 		$45.4K Sell
2,175
-15
-0.7% -$307 ﹤0.01% 532
2022
Q3 		$40K Buy
2,190
+235
+12% +$4.75K ﹤0.01% 512
2022
Q2 		$39K Sell
1,955
-525
-21% -$11.1K ﹤0.01% 545
2022
Q1 		$53K Buy
2,480
+5
+0.2% +$104 ﹤0.01% 498
2021
Q4 		$50K Buy
2,475
+525
+27% +$10.3K ﹤0.01% 559
2021
Q3 		$37K Hold
1,950
– – ﹤0.01% 542
2021
Q2 		$38K Hold
1,950
– – ﹤0.01% 529
2021
Q1 		$37K Buy
1,950
+490
+34% +$8.94K ﹤0.01% 491
2020
Q4 		$26K Hold
1,460
– – ﹤0.01% 536
2020
Q3 		$24K Hold
1,460
– – ﹤0.01% 470
2020
Q2 		$24K Hold
1,460
– – ﹤0.01% 469
2020
Q1 		$21K Sell
1,460
-1,000
-41% -$17.7K ﹤0.01% 441
2019
Q4 		$48K Sell
2,460
-50
-2% -$954 ﹤0.01% 379
2019
Q3 		$47K Hold
2,510
– – ﹤0.01% 373
2019
Q2 		$47K Buy
+2,510
New +$47.1K ﹤0.01% 375
2017
Q2 		– Sell
-4,435
Closed -$74K – 685
2017
Q1 		$74K Buy
+4,435
New +$73.9K 0.01% 333

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Salem Investment Counselors's HDV Position: Q2 2026 in Review

Salem Investment Counselors held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 3,165 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Salem Investment Counselors first reported a position in HDV in Q1 2017 and has held it in 29 quarters since. The position peaked at $90K in Q3 2024. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Salem Investment Counselors held 3,165 shares of iShares Core High Dividend ETF worth $86.8K as of Q2 2026.
  • Salem Investment Counselors left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #527 holding.
  • Salem Investment Counselors first reported a position in iShares Core High Dividend ETF in Q1 2017 and has held it in 29 quarters since.
  • Salem Investment Counselors's iShares Core High Dividend ETF position peaked at $90K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.