SeaCrest Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

SeaCrest Wealth 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	$457K	Buy	16,666 +4,126	+33%	+$112K	0.05%	307
2026 Q1	$340K	Buy	+12,540	New	+$334K	0.04%	436
2024 Q1	–	Sell	-9,800	Closed	-$203K	–	632
2023 Q4	$203K	Buy	+9,800	New	+$193K	0.03%	579
2022 Q3	–	Sell	-9,030	Closed	-$181K	–	990
2022 Q2	$181K	Sell	9,030 -335	-4%	-$7.08K	0.02%	643
2022 Q1	$200K	Sell	9,365 -6,930	-43%	-$144K	0.02%	659
2021 Q4	$329K	Buy	16,295 +40	+0.2%	+$784	0.04%	484
2021 Q3	$306K	Sell	16,255 -50	-0.3%	-$968	0.04%	487
2021 Q2	$315K	Sell	16,305 -15	-0.1%	-$291	0.04%	485
2021 Q1	$310K	Sell	16,320 -1,940	-11%	-$35.4K	0.04%	464
2020 Q4	$320K	Buy	18,260 +25	+0.1%	+$423	0.05%	409
2020 Q3	$294K	Buy	18,235 +20	+0.1%	+$333	0.05%	399
2020 Q2	$296K	Sell	18,215 -200	-1%	-$3.23K	0.05%	387
2020 Q1	$264K	Sell	18,415 -250	-1%	-$4.42K	0.06%	359
2019 Q4	$366K	Sell	18,665 -615	-3%	-$11.7K	0.06%	346
2019 Q3	$363K	Sell	19,280 -42,590	-69%	-$800K	0.07%	339
2019 Q2	$1.17M	Buy	61,870 +15,315	+33%	+$287K	0.24%	98
2019 Q1	$869K	Buy	46,555 +13,330	+40%	+$239K	0.15%	143
2018 Q4	$561K	Buy	33,225 +35	+0.1%	+$622	0.12%	186
2018 Q3	$601K	Buy	33,190 +15	+0%	+$266	0.1%	218
2018 Q2	$564K	Hold	33,175	–	–	0.1%	222
2018 Q1	$561K	Sell	33,175 -480	-1%	-$8.47K	0.1%	215
2017 Q4	$607K	Buy	+33,655	New	+$589K	0.11%	193

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

SeaCrest Wealth Management's HDV Position: Q2 2026 in Review

SeaCrest Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 16,666 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #307.

SeaCrest Wealth Management first reported a position in HDV in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2019. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

SeaCrest Wealth Management held 16,666 shares of iShares Core High Dividend ETF worth $457K as of Q2 2026.
SeaCrest Wealth Management bought 4,126 iShares Core High Dividend ETF shares in Q2 2026, an estimated $112K.
iShares Core High Dividend ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #307 holding.
SeaCrest Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 22 quarters since.
SeaCrest Wealth Management's iShares Core High Dividend ETF position peaked at $1.17M in Q2 2019.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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