Signature Estate & Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell	-42,755	Closed	-$1.16M	–	692
2026 Q1	$1.16M	Sell	42,755 -1,535	-3%	-$40.9K	0.02%	248
2025 Q4	$1.08M	Buy	44,290 +80	+0.2%	+$1.95K	0.02%	247
2025 Q3	$1.08M	Buy	44,210 +65	+0.1%	+$1.57K	0.02%	240
2025 Q2	$1.03M	Buy	44,145 +60	+0.1%	+$1.38K	0.02%	231
2025 Q1	$1.07M	Buy	44,085 +90	+0.2%	+$2.1K	0.03%	206
2024 Q4	$988K	Buy	43,995 +130	+0.3%	+$3.06K	0.02%	221
2024 Q3	$1.03M	Sell	43,865 -65	-0.1%	-$1.49K	0.02%	200
2024 Q2	$955K	Buy	+43,930	New	+$957K	0.02%	205
2018 Q1	–	Sell	-5,895	Closed	-$106K	–	155
2017 Q4	$106K	Buy	+5,895	New	+$103K	0.01%	156

Other funds holding HDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Signature Estate & Investment Advisors's HDV Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 42,755 shares — an estimated $1.16M sold.

Signature Estate & Investment Advisors first reported a position in HDV in Q4 2017 and held it in 9 quarters. The position peaked at $1.16M in Q1 2026. 582 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 42,755 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.16M.
Signature Estate & Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 9 quarters.
Signature Estate & Investment Advisors's iShares Core High Dividend ETF position peaked at $1.16M in Q1 2026.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.