Sanctuary Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Sanctuary Advisors’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	$8.22M	Buy	299,888 +7,598	+3%	+$207K	0.04%	461
2026 Q1	$7.93M	Buy	292,290 +36,680	+14%	+$976K	0.04%	430
2025 Q4	$6.22M	Buy	255,610 +13,975	+6%	+$340K	0.03%	492
2025 Q3	$5.92M	Buy	241,635 +67,890	+39%	+$1.64M	0.03%	485
2025 Q2	$4.07M	Sell	173,745 -86,960	-33%	-$2M	0.03%	571
2025 Q1	$6.32M	Buy	260,705 +1,300	+0.5%	+$30.4K	0.04%	414
2024 Q4	$6.01M	Buy	259,405 +32,575	+14%	+$765K	0.04%	453
2024 Q3	$5.48M	Buy	226,830 +18,590	+9%	+$426K	0.03%	469
2024 Q2	$4.52M	Buy	+208,240	New	+$4.53M	0.03%	492

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

Sanctuary Advisors's HDV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core High Dividend ETF (HDV) stake by 2.6% in Q2 2026, buying an estimated $207K and bringing the position to 299,888 shares worth $8.22M. The position accounts for 0.04% of the portfolio, ranked #461.

Sanctuary Advisors first reported a position in HDV in Q2 2024 and has held it in 9 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sanctuary Advisors held 299,888 shares of iShares Core High Dividend ETF worth $8.22M as of Q2 2026.
Sanctuary Advisors bought 7,598 iShares Core High Dividend ETF shares in Q2 2026, an estimated $207K.
iShares Core High Dividend ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #461 holding.
Sanctuary Advisors first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.