SCM
HDV

Saxony Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Saxony Capital Management’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 		$430K Buy
+15,684
New +$427K 0.2% 104

Other funds holding HDV

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
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
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 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
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Saxony Capital Management's HDV Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 15,684 shares worth $430K. The stake represents 0.2% of the portfolio and ranks #104 among its holdings.

226 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Saxony Capital Management held 15,684 shares of iShares Core High Dividend ETF worth $430K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.2% of Saxony Capital Management's portfolio in Q2 2026, its #104 holding.
  • 226 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.