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

SigFig 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 Q3	$293K	Buy	10,486 +1,080	+11%	+$31.1K	0.01%	136
2026 Q2	$260K	Buy	9,406 +81	+0.9%	+$2.2K	0.01%	133
2026 Q1	$253K	Buy	+9,325	New	+$248K	0.01%	129
2024 Q4	–	Sell	-213,895	Closed	-$5.01M	–	126
2024 Q3	$5.01M	Buy	+213,895	New	+$4.9M	0.18%	56
2023 Q1	–	Sell	-181,045	Closed	-$2.89M	–	100
2022 Q4	$2.89M	Buy	181,045 +111,450	+160%	+$2.28M	0.14%	57
2022 Q3	$1.86M	Sell	69,595 -212,330	-75%	-$4.29M	0.1%	66
2022 Q2	$4.26M	Buy	+281,925	New	+$5.96M	0.22%	42

Other funds holding HDV

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

SigFig Wealth Management's HDV Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 11% in Q3 2026, buying an estimated $31.1K and bringing the position to 10,486 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #136.

SigFig Wealth Management first reported a position in HDV in Q2 2022 and has held it in 7 quarters since. The position peaked at $5.01M in Q3 2024. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

SigFig Wealth Management held 10,486 shares of iShares Core High Dividend ETF worth $293K as of Q3 2026.
SigFig Wealth Management bought 1,080 iShares Core High Dividend ETF shares in Q3 2026, an estimated $31.1K.
iShares Core High Dividend ETF made up 0.01% of SigFig Wealth Management's portfolio in Q3 2026, its #136 holding.
SigFig Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 7 quarters since.
SigFig Wealth Management's iShares Core High Dividend ETF position peaked at $5.01M in Q3 2024.
47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.