Smartleaf Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.7M Buy
506,330
+126,790
+33% +$3.38M 0.5% 37
2025
Q4
$9.28M Buy
379,540
+225,660
+147% +$5.49M 0.35% 53
2025
Q3
$3.75M Buy
153,880
+107,905
+235% +$2.61M 0.23% 85
2025
Q2
$1.07M Buy
45,975
+42,695
+1,302% +$984K 0.09% 241
2025
Q1
$78.4K Buy
3,280
+2,130
+185% +$49.8K 0.01% 946
2024
Q4
$25.7K Hold
1,150
﹤0.01% 1512
2024
Q3
$26.9K Hold
1,150
﹤0.01% 1178
2024
Q2
$24.9K Hold
1,150
﹤0.01% 957
2024
Q1
$25.2K Hold
1,150
﹤0.01% 817
2023
Q4
$23.5K Buy
+1,150
New +$22.6K 0.01% 652

Other funds holding HDV

Smartleaf Asset Management's HDV Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Core High Dividend ETF (HDV) stake by 33% in Q1 2026, buying an estimated $3.38M and bringing the position to 506,330 shares worth $13.7M. The position accounts for 0.5% of the portfolio, ranked #37.

Smartleaf Asset Management first reported a position in HDV in Q4 2023 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Smartleaf Asset Management held 506,330 shares of iShares Core High Dividend ETF worth $13.7M as of Q1 2026.
  • Smartleaf Asset Management bought 126,790 iShares Core High Dividend ETF shares in Q1 2026, an estimated $3.38M.
  • iShares Core High Dividend ETF made up 0.5% of Smartleaf Asset Management's portfolio in Q1 2026, its #37 holding.
  • Smartleaf Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.