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 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

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

SigFig Wealth Management's HDV Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.87% in Q2 2026, buying an estimated $2.2K and bringing the position to 9,406 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #133.

SigFig Wealth Management first reported a position in HDV in Q2 2022 and has held it in 6 quarters since. The position peaked at $5.01M in Q3 2024. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

SigFig Wealth Management held 9,406 shares of iShares Core High Dividend ETF worth $260K as of Q2 2026.
SigFig Wealth Management bought 81 iShares Core High Dividend ETF shares in Q2 2026, an estimated $2.2K.
iShares Core High Dividend ETF made up 0.01% of SigFig Wealth Management's portfolio in Q2 2026, its #133 holding.
SigFig Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 6 quarters since.
SigFig Wealth Management's iShares Core High Dividend ETF position peaked at $5.01M in Q3 2024.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.