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

Sequoia Financial 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	$1.31M	Sell	47,889 -3,801	-7%	-$103K	0.01%	821
2026 Q1	$1.4M	Buy	51,690 +25,865	+100%	+$689K	0.01%	751
2025 Q4	$628K	Buy	25,825 +7,950	+44%	+$193K	﹤0.01%	1144
2025 Q3	$438K	Sell	17,875 -135	-0.7%	-$3.26K	﹤0.01%	1196
2025 Q2	$422K	Sell	18,010 -525	-3%	-$12.1K	﹤0.01%	1090
2025 Q1	$449K	Sell	18,535 -6,100	-25%	-$143K	﹤0.01%	895
2024 Q4	$553K	Buy	24,635 +11,725	+91%	+$276K	0.01%	765
2024 Q3	$304K	Hold	12,910	–	–	﹤0.01%	962
2024 Q2	$281K	Sell	12,910 -4,770	-27%	-$104K	﹤0.01%	917
2024 Q1	$390K	Sell	17,680 -2,890	-14%	-$60.8K	﹤0.01%	773
2023 Q4	$420K	Hold	20,570	–	–	0.01%	795
2023 Q3	$407K	Buy	20,570 +5,640	+38%	+$115K	0.01%	574
2023 Q2	$301K	Sell	14,930 -6,755	-31%	-$136K	0.01%	700
2023 Q1	$441K	Sell	21,685 -2,490	-10%	-$51.1K	0.01%	502
2022 Q4	$504K	Buy	24,175 +9,175	+61%	+$188K	0.01%	433
2022 Q3	$274K	Sell	15,000 -5,570	-27%	-$113K	0.01%	408
2022 Q2	$413K	Sell	20,570 -3,915	-16%	-$82.7K	0.01%	366
2022 Q1	$523K	Hold	24,485	–	–	0.01%	348
2021 Q4	$495K	Buy	+24,485	New	+$480K	0.01%	326
2021 Q3	–	Sell	-18,485	Closed	-$357K	–	335
2021 Q2	$357K	Buy	18,485 +5,640	+44%	+$110K	0.01%	339
2021 Q1	$244K	Buy	12,845 +530	+4%	+$9.67K	0.01%	386
2020 Q4	$216K	Sell	12,315 -1,200	-9%	-$20.3K	0.01%	381
2020 Q3	$218K	Hold	13,515	–	–	0.01%	354
2020 Q2	$219K	Sell	13,515 -2,190	-14%	-$35.4K	0.01%	334
2020 Q1	$225K	Buy	15,705 +350	+2%	+$6.18K	0.02%	314
2019 Q4	$301K	Buy	15,355 +550	+4%	+$10.5K	0.02%	299
2019 Q3	$279K	Sell	14,805 -5,950	-29%	-$112K	0.02%	286
2019 Q2	$392K	Buy	20,755 +6,670	+47%	+$125K	0.03%	235
2019 Q1	$263K	Buy	+14,085	New	+$253K	0.02%	299

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

Sequoia Financial Advisors's HDV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 7.4% in Q2 2026, selling an estimated $103K and leaving 47,889 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #821.

Sequoia Financial Advisors first reported a position in HDV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.4M in Q1 2026. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sequoia Financial Advisors held 47,889 shares of iShares Core High Dividend ETF worth $1.31M as of Q2 2026.
Sequoia Financial Advisors sold 3,801 iShares Core High Dividend ETF shares in Q2 2026, an estimated $103K.
iShares Core High Dividend ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #821 holding.
Sequoia Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 29 quarters since.
Sequoia Financial Advisors's iShares Core High Dividend ETF position peaked at $1.4M in Q1 2026.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.