Steel Grove Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Steel Grove Capital Advisors’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 Q3	$269K	Sell	9,624 -394	-4%	-$11.3K	0.02%	185
2026 Q2	$275K	Buy	+10,018	New	+$272K	0.03%	187
2026 Q1	–	Sell	-11,900	Closed	-$289K	–	227
2025 Q4	$289K	Buy	+11,900	New	+$289K	0.03%	156
2025 Q1	–	Sell	-211,920	Closed	-$4.76M	–	177
2024 Q4	$4.76M	Buy	211,920 +201,745	+1,983%	+$4.74M	0.65%	16
2024 Q3	$238K	Sell	10,175 -1,875	-16%	-$42.9K	0.03%	156
2024 Q2	$262K	Sell	12,050 -16,155	-57%	-$352K	0.04%	155
2024 Q1	$622K	Sell	28,205 -388,435	-93%	-$8.17M	0.08%	109
2023 Q4	$8.5M	Buy	416,640 +310,530	+293%	+$6.12M	1.15%	10
2023 Q3	$2.1M	Sell	106,110 -485	-0.5%	-$9.93K	0.28%	45
2023 Q2	$2.15M	Buy	106,595 +24,205	+29%	+$487K	0.27%	46
2023 Q1	$1.68M	Sell	82,390 -394,435	-83%	-$8.1M	0.22%	72
2022 Q4	$9.94M	Buy	+476,825	New	+$9.76M	1.41%	11

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steel Grove Capital Advisors's HDV Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.9% in Q3 2026, selling an estimated $11.3K and leaving 9,624 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #185.

Steel Grove Capital Advisors first reported a position in HDV in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.94M in Q4 2022. 140 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Steel Grove Capital Advisors held 9,624 shares of iShares Core High Dividend ETF worth $269K as of Q3 2026.
Steel Grove Capital Advisors sold 394 iShares Core High Dividend ETF shares in Q3 2026, an estimated $11.3K.
iShares Core High Dividend ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #185 holding.
Steel Grove Capital Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 12 quarters since.
Steel Grove Capital Advisors's iShares Core High Dividend ETF position peaked at $9.94M in Q4 2022.
140 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.