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

SVB Wealth’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 Q2	–	Sell	-65	Closed	-$1.57K	–	995
2025 Q1	$1.57K	Buy	+65	New	+$1.52K	﹤0.01%	1278
2023 Q3	–	Sell	-30,705	Closed	-$619K	–	894
2023 Q2	$619K	Hold	30,705	–	–	0.01%	433
2023 Q1	$624K	Buy	30,705 +915	+3%	+$18.8K	0.01%	487
2022 Q4	$621K	Sell	29,790 -8,060	-21%	-$165K	0.01%	509
2022 Q3	$691K	Buy	+37,850	New	+$765K	0.01%	445

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SVB Wealth's HDV Position: Q2 2025 in Review

SVB Wealth sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 65 shares — an estimated $1.57K sold.

SVB Wealth first reported a position in HDV in Q3 2022 and held it in 5 quarters. The position peaked at $691K in Q3 2022. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

SVB Wealth reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 65 iShares Core High Dividend ETF shares in Q2 2025, an estimated $1.57K.
SVB Wealth first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 5 quarters.
SVB Wealth's iShares Core High Dividend ETF position peaked at $691K in Q3 2022.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.