SWIM
HDV

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

Smallwood Wealth Investment 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 		– Sell
-545
Closed -$14.8K – 539
2026
Q1 		$14.8K Hold
545
– – 0.01% 286
2025
Q4 		$13.3K Buy
+545
New +$13.3K 0.01% 289

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Smallwood Wealth Investment Management's HDV Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 545 shares — an estimated $14.8K sold.

Smallwood Wealth Investment Management first reported a position in HDV in Q4 2025 and held it in 2 quarters. The position peaked at $14.8K in Q1 2026. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 545 iShares Core High Dividend ETF shares in Q2 2026, an estimated $14.8K.
  • Smallwood Wealth Investment Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's iShares Core High Dividend ETF position peaked at $14.8K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.