Shared Vision Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
8,184
-1
-0% -$27 0.08% 106
2026
Q1
$222K Sell
8,185
-425
-5% -$11.3K 0.09% 92
2025
Q4
$223K Buy
8,610
+5
+0.1% +$122 0.09% 92
2025
Q3
$211K Buy
8,605
+5
+0.1% +$121 0.09% 95
2025
Q2
$203K Buy
+8,600
New +$198K 0.1% 82

Other funds holding HDV

Shared Vision Wealth Group's HDV Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.01% in Q2 2026, selling an estimated $27 and leaving 8,184 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #106.

Shared Vision Wealth Group first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Shared Vision Wealth Group held 8,184 shares of iShares Core High Dividend ETF worth $224K as of Q2 2026.
  • Shared Vision Wealth Group sold 1 iShares Core High Dividend ETF share in Q2 2026, an estimated $27.
  • iShares Core High Dividend ETF made up 0.08% of Shared Vision Wealth Group's portfolio in Q2 2026, its #106 holding.
  • Shared Vision Wealth Group first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.