Seven Springs Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

Seven Springs Wealth Group’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	$206K	Hold	7,500	–	–	0.04%	83
2026 Q1	$204K	Buy	+7,500	New	+$200K	0.05%	80
2021 Q2	–	Sell	-7,500	Closed	-$142K	–	105
2021 Q1	$142K	Hold	7,500	–	–	0.07%	63
2020 Q4	$132K	Hold	7,500	–	–	0.07%	59
2020 Q3	$121K	Hold	7,500	–	–	0.08%	59
2020 Q2	$122K	Sell	7,500 -1,495	-17%	-$24.1K	0.08%	55
2020 Q1	$129K	Sell	8,995 -39,095	-81%	-$691K	0.09%	56
2019 Q4	$943K	Buy	+48,090	New	+$918K	0.64%	16

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

Seven Springs Wealth Group's HDV Position: Q2 2026 in Review

Seven Springs Wealth Group held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 7,500 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #83.

Seven Springs Wealth Group first reported a position in HDV in Q4 2019 and has held it in 8 quarters since. The position peaked at $943K in Q4 2019. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Seven Springs Wealth Group held 7,500 shares of iShares Core High Dividend ETF worth $206K as of Q2 2026.
Seven Springs Wealth Group left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.04% of Seven Springs Wealth Group's portfolio in Q2 2026, its #83 holding.
Seven Springs Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 8 quarters since.
Seven Springs Wealth Group's iShares Core High Dividend ETF position peaked at $943K in Q4 2019.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.