Silicon Valley Capital Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Silicon Valley Capital Partners’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 Q1	$4.21K	Hold	155	–	–	﹤0.01%	250
2025 Q4	$3.77K	Hold	155	–	–	﹤0.01%	233
2025 Q3	$3.8K	Hold	155	–	–	﹤0.01%	253
2025 Q2	$3.63K	Hold	155	–	–	﹤0.01%	262
2025 Q1	$3.7K	Hold	155	–	–	﹤0.01%	221
2024 Q4	$3.48K	Hold	155	–	–	﹤0.01%	288
2024 Q3	$3.65K	Hold	155	–	–	﹤0.01%	284
2024 Q2	$3.37K	Hold	155	–	–	﹤0.01%	277
2024 Q1	$3.42K	Sell	155 -5	-3%	-$105	﹤0.01%	272
2023 Q4	$3.25K	Hold	160	–	–	﹤0.01%	305
2023 Q3	$3.15K	Hold	160	–	–	﹤0.01%	256
2023 Q2	$3.21K	Hold	160	–	–	﹤0.01%	259
2023 Q1	$3.24K	Sell	160 -505	-76%	-$10.4K	﹤0.01%	202
2022 Q4	$13.8K	Buy	+665	New	+$13.6K	﹤0.01%	134
2017 Q1	–	Sell	-12,565	Closed	-$207K	–	28
2016 Q4	$207K	Sell	12,565 -23,040	-65%	-$371K	0.14%	27
2016 Q3	$579K	Buy	+35,605	New	+$586K	0.43%	17

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Silicon Valley Capital Partners's HDV Position: Q1 2026 in Review

Silicon Valley Capital Partners held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 155 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Silicon Valley Capital Partners first reported a position in HDV in Q3 2016 and has held it in 16 quarters since. The position peaked at $579K in Q3 2016. 864 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Silicon Valley Capital Partners held 155 shares of iShares Core High Dividend ETF worth $4.21K as of Q1 2026.
Silicon Valley Capital Partners left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #250 holding.
Silicon Valley Capital Partners first reported a position in iShares Core High Dividend ETF in Q3 2016 and has held it in 16 quarters since.
Silicon Valley Capital Partners's iShares Core High Dividend ETF position peaked at $579K in Q3 2016.
864 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.