SRWM
HDV

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

Shira Ridge 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 		$341K Sell
12,444
-736
-6% -$20K 0.12% 62
2026
Q1 		$358K Hold
13,180
– – 0.14% 58
2025
Q4 		$321K Sell
13,180
-980
-7% -$23.8K 0.13% 63
2025
Q3 		$347K Sell
14,160
-2,020
-12% -$48.8K 0.15% 63
2025
Q2 		$379K Sell
16,180
-1,635
-9% -$37.7K 0.17% 54
2025
Q1 		$432K Sell
17,815
-740
-4% -$17.3K 0.22% 52
2024
Q4 		$417K Sell
18,555
-10,990
-37% -$258K 0.2% 53
2024
Q3 		$695K Sell
29,545
-54,225
-65% -$1.24M 0.35% 45
2024
Q2 		$1.82M Sell
83,770
-13,865
-14% -$302K 1.01% 23
2024
Q1 		$2.15M Sell
97,635
-94,110
-49% -$1.98M 1.23% 23
2023
Q4 		$3.91M Sell
191,745
-248,840
-56% -$4.9M 2.35% 11
2023
Q3 		$8.71M Sell
440,585
-29,250
-6% -$599K 5.73% 4
2023
Q2 		$9.47M Buy
469,835
+19,180
+4% +$386K 5.94% 4
2023
Q1 		$9.16M Buy
450,655
+39,750
+10% +$816K 6.05% 4
2022
Q4 		$8.57M Buy
+410,905
New +$8.41M 5.9% 3

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Shira Ridge Wealth Management's HDV Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 5.6% in Q2 2026, selling an estimated $20K and leaving 12,444 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #62.

Shira Ridge Wealth Management first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.47M in Q2 2023. 329 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Shira Ridge Wealth Management held 12,444 shares of iShares Core High Dividend ETF worth $341K as of Q2 2026.
  • Shira Ridge Wealth Management sold 736 iShares Core High Dividend ETF shares in Q2 2026, an estimated $20K.
  • iShares Core High Dividend ETF made up 0.12% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's iShares Core High Dividend ETF position peaked at $9.47M in Q2 2023.
  • 329 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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