SVWAG
HDV

Sound View Wealth Advisors Group’s iShares Core High Dividend ETF HDV Stock Holding History

Sound View Wealth Advisors Group’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 		$807K Buy
29,740
+880
+3% +$23.4K 0.05% 216
2025
Q4 		$702K Sell
28,860
-9,145
-24% -$222K 0.05% 233
2025
Q3 		$931K Buy
38,005
+235
+0.6% +$5.68K 0.06% 198
2025
Q2 		$885K Sell
37,770
-2,805
-7% -$64.6K 0.07% 199
2025
Q1 		$983K Sell
40,575
-3,685
-8% -$86.1K 0.08% 178
2024
Q4 		$994K Buy
44,260
+1,895
+4% +$44.5K 0.08% 176
2024
Q3 		$997K Buy
42,365
+6,420
+18% +$147K 0.08% 178
2024
Q2 		$781K Sell
35,945
-5,190
-13% -$113K 0.08% 181
2024
Q1 		$907K Sell
41,135
-8,215
-17% -$173K 0.1% 173
2023
Q4 		$1.01M Buy
49,350
+3,295
+7% +$64.9K 0.11% 155
2023
Q3 		$911K Sell
46,055
-405
-0.9% -$8.29K 0.11% 152
2023
Q2 		$937K Sell
46,460
-4,125
-8% -$83K 0.12% 156
2023
Q1 		$1.03M Buy
50,585
+1,235
+3% +$25.4K 0.14% 139
2022
Q4 		$1.01M Buy
49,350
+22,045
+81% +$451K 0.11% 155
2022
Q3 		$499K Sell
27,305
-200
-0.7% -$4.04K 0.11% 162
2022
Q2 		$552K Sell
27,505
-4,865
-15% -$103K 0.12% 156
2022
Q1 		$692K Buy
32,370
+540
+2% +$11.2K 0.13% 146
2021
Q4 		$643K Buy
31,830
+275
+0.9% +$5.39K 0.12% 154
2021
Q3 		$595K Hold
31,555
– – 0.12% 149
2021
Q2 		$609K Buy
31,555
+2,515
+9% +$48.9K 0.13% 152
2021
Q1 		$551K Sell
29,040
-515
-2% -$9.39K 0.13% 148
2020
Q4 		$518K Hold
29,555
– – 0.13% 148
2020
Q3 		$476K Buy
29,555
+2,105
+8% +$35K 0.13% 144
2020
Q2 		$446K Buy
+27,450
New +$443K 0.13% 144

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sound View Wealth Advisors Group's HDV Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core High Dividend ETF (HDV) stake by 3% in Q1 2026, buying an estimated $23.4K and bringing the position to 29,740 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #216.

Sound View Wealth Advisors Group first reported a position in HDV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q1 2023. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Sound View Wealth Advisors Group held 29,740 shares of iShares Core High Dividend ETF worth $807K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 880 iShares Core High Dividend ETF shares in Q1 2026, an estimated $23.4K.
  • iShares Core High Dividend ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #216 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core High Dividend ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares Core High Dividend ETF position peaked at $1.03M in Q1 2023.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.