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

Sax Wealth 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	$568K	Sell	4,187 -15,143	-78%	-$412K	0.02%	313
2026 Q1	$470K	Hold	19,330	–	–	0.02%	296
2025 Q4	$470K	Sell	19,330 -125	-0.6%	-$3.04K	0.02%	302
2025 Q3	$477K	Sell	19,455 -13,500	-41%	-$326K	0.03%	278
2025 Q2	$772K	Hold	32,955	–	–	0.05%	202
2025 Q1	$798K	Buy	32,955 +780	+2%	+$18.2K	0.06%	167
2024 Q4	$722K	Hold	32,175	–	–	0.06%	157
2024 Q3	$757K	Buy	32,175 +5	+0%	+$114	0.07%	114
2024 Q2	$699K	Sell	32,170 -13,335	-29%	-$290K	0.07%	115
2024 Q1	$1M	Hold	45,505	–	–	0.12%	72
2023 Q4	$928K	Sell	45,505 -2,610	-5%	-$51.4K	0.15%	76
2023 Q3	$952K	Hold	48,115	–	–	0.19%	73
2023 Q2	$970K	Buy	48,115 +13,500	+39%	+$272K	0.19%	69
2023 Q1	$704K	Sell	34,615 -105	-0.3%	-$2.15K	0.15%	80
2022 Q4	$724K	Hold	34,720	–	–	0.17%	77
2022 Q3	$634K	Hold	34,720	–	–	0.16%	80
2022 Q2	$697K	Buy	34,720 +105	+0.3%	+$2.22K	0.18%	79
2022 Q1	$740K	Sell	34,615 -575	-2%	-$11.9K	0.18%	74
2021 Q4	$711K	Hold	35,190	–	–	0.15%	88
2021 Q3	$663K	Sell	35,190 -1,310	-4%	-$25.4K	0.16%	85
2021 Q2	$705K	Hold	36,500	–	–	0.24%	77
2021 Q1	$693K	Hold	36,500	–	–	0.25%	69
2020 Q4	$640K	Buy	+36,500	New	+$618K	0.29%	62

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 22.9% 1-Year Est. Return

Sax Wealth Advisors's HDV Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 78% in Q2 2026, selling an estimated $412K and leaving 4,187 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #313.

Sax Wealth Advisors first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2024. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sax Wealth Advisors held 4,187 shares of iShares Core High Dividend ETF worth $568K as of Q2 2026.
Sax Wealth Advisors sold 15,143 iShares Core High Dividend ETF shares in Q2 2026, an estimated $412K.
iShares Core High Dividend ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #313 holding.
Sax Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares Core High Dividend ETF position peaked at $1M in Q1 2024.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.