SWA
HDV

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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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. 192 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.
  • 192 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.