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

Steinberganna Wealth 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	$487K	Sell	17,785 -395	-2%	-$10.7K	0.2%	65
2026 Q1	$493K	Sell	18,180 -1,015	-5%	-$27K	0.24%	57
2025 Q4	$467K	Buy	19,195 +180	+0.9%	+$4.38K	0.22%	62
2025 Q3	$466K	Buy	+19,015	New	+$459K	0.22%	64

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steinberganna Wealth Management's HDV Position: Q2 2026 in Review

Steinberganna Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 2.2% in Q2 2026, selling an estimated $10.7K and leaving 17,785 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #65.

Steinberganna Wealth Management first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $493K in Q1 2026. 875 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Steinberganna Wealth Management held 17,785 shares of iShares Core High Dividend ETF worth $487K as of Q2 2026.
Steinberganna Wealth Management sold 395 iShares Core High Dividend ETF shares in Q2 2026, an estimated $10.7K.
iShares Core High Dividend ETF made up 0.2% of Steinberganna Wealth Management's portfolio in Q2 2026, its #65 holding.
Steinberganna Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Steinberganna Wealth Management's iShares Core High Dividend ETF position peaked at $493K in Q1 2026.
875 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.