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
Q2
$2.8M Sell
101,266
-405,064
-80% -$11M 0.09% 195
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: Q2 2026 in Review

Smartleaf Asset Management reduced its iShares Core High Dividend ETF (HDV) stake by 80% in Q2 2026, selling an estimated $11M and leaving 101,266 shares worth $2.8M. The position accounts for 0.09% of the portfolio, ranked #195.

Smartleaf Asset Management first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q1 2026. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Smartleaf Asset Management held 101,266 shares of iShares Core High Dividend ETF worth $2.8M as of Q2 2026.
  • Smartleaf Asset Management sold 405,064 iShares Core High Dividend ETF shares in Q2 2026, an estimated $11M.
  • iShares Core High Dividend ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q2 2026, its #195 holding.
  • Smartleaf Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares Core High Dividend ETF position peaked at $13.7M in Q1 2026.
  • 887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.