SDAM
HDV

Shulman DeMeo Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Shulman DeMeo Asset 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 		$4.48M Sell
163,436
-6,069
-4% -$165K 0.84% 11
2026
Q1 		$4.6M Sell
169,505
-1,280
-0.7% -$34.1K 0.98% 11
2025
Q4 		$4.15M Buy
170,785
+95
+0.1% +$2.31K 0.94% 10
2025
Q3 		$4.18M Sell
170,690
-155
-0.1% -$3.75K 0.96% 10
2025
Q2 		$4M Sell
170,845
-440
-0.3% -$10.1K 0.99% 10
2025
Q1 		$4.15M Sell
171,285
-390
-0.2% -$9.12K 1.17% 7
2024
Q4 		$3.85M Sell
171,675
-7,265
-4% -$171K 1.04% 9
2024
Q3 		$4.21M Sell
178,940
-395
-0.2% -$9.04K 1.03% 10
2024
Q2 		$3.9M Sell
179,335
-1,810
-1% -$39.4K 1.02% 11
2024
Q1 		$3.99M Sell
181,145
-6,125
-3% -$129K 1.06% 11
2023
Q4 		$3.82M Sell
187,270
-1,295
-0.7% -$25.5K 1.08% 11
2023
Q3 		$3.73M Sell
188,565
-1,320
-0.7% -$27K 1.25% 9
2023
Q2 		$3.83M Sell
189,885
-2,310
-1% -$46.5K 1.15% 10
2023
Q1 		$3.91M Sell
192,195
-10,900
-5% -$224K 1.23% 11
2022
Q4 		$4.23M Sell
203,095
-695
-0.3% -$14.2K 1.41% 9
2022
Q3 		$3.72M Sell
203,790
-1,230
-0.6% -$24.9K 1.32% 11
2022
Q2 		$4.12M Sell
205,020
-6,900
-3% -$146K 1.36% 11
2022
Q1 		$4.53M Sell
211,920
-11,675
-5% -$242K 1.25% 12
2021
Q4 		$4.52M Buy
+223,595
New +$4.38M 1.18% 12
2021
Q3 		– Sell
-224,265
Closed -$4.33M – 104
2021
Q2 		$4.33M Sell
224,265
-1,540
-0.7% -$29.9K 1.68% 6
2021
Q1 		$4.29M Sell
225,805
-5,690
-2% -$104K 1.17% 13
2020
Q4 		$4.06M Buy
231,495
+1,840
+0.8% +$31.2K 1.16% 14
2020
Q3 		$3.7M Buy
229,655
+1,820
+0.8% +$30.3K 1.23% 12
2020
Q2 		$3.7M Sell
227,835
-3,140
-1% -$50.7K 1.43% 10
2020
Q1 		$3.31M Sell
230,975
-12,000
-5% -$212K 1.54% 10
2019
Q4 		$4.77M Buy
242,975
+6,875
+3% +$131K 1.65% 10
2019
Q3 		$4.45M Sell
236,100
-9,540
-4% -$179K 1.49% 12
2019
Q2 		$4.64M Sell
245,640
-6,425
-3% -$121K 1.71% 9
2019
Q1 		$4.7M Buy
252,065
+2,185
+0.9% +$39.2K 1.79% 9
2018
Q4 		$4.22M Buy
+249,880
New +$4.44M 2.33% 5

Other funds holding HDV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shulman DeMeo Asset Management's HDV Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Core High Dividend ETF (HDV) stake by 3.6% in Q2 2026, selling an estimated $165K and leaving 163,436 shares worth $4.48M. The position accounts for 0.84% of the portfolio, ranked #11.

Shulman DeMeo Asset Management first reported a position in HDV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.77M in Q4 2019. 210 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Shulman DeMeo Asset Management held 163,436 shares of iShares Core High Dividend ETF worth $4.48M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 6,069 iShares Core High Dividend ETF shares in Q2 2026, an estimated $165K.
  • iShares Core High Dividend ETF made up 0.84% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #11 holding.
  • Shulman DeMeo Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • Shulman DeMeo Asset Management's iShares Core High Dividend ETF position peaked at $4.77M in Q4 2019.
  • 210 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.