SWGC
HDV

Summit Wealth Group (Colorado)’s iShares Core High Dividend ETF HDV Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-10,110
Closed -$543K – 416
2025
Q3 		$543K Buy
+10,110
New +$244K 0.06% 251

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HDV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 10,110 shares — an estimated $543K sold.

Summit Wealth Group (Colorado) first reported a position in HDV in Q3 2025 and held it in 1 quarter. The position peaked at $543K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,110 iShares Core High Dividend ETF shares in Q4 2025, an estimated $543K.
  • Summit Wealth Group (Colorado) first reported a position in iShares Core High Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares Core High Dividend ETF position peaked at $543K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.