Sweeney & Michel’s iShares Core High Dividend ETF HDV Stock Holding History

Sweeney & Michel’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	$23.8M	Buy	850,743 +14,609	+2%	+$421K	6.33%	4
2026 Q2	$24.1M	Buy	836,134 +54,289	+7%	+$1.48M	6.32%	3
2026 Q1	$21M	Buy	781,845 +18,350	+2%	+$488K	6.18%	3
2025 Q4	$21.3M	Buy	763,495 +23,490	+3%	+$571K	6.27%	3
2025 Q3	$17.9M	Buy	740,005 +1,230	+0.2%	+$29.7K	6%	4
2025 Q2	$17.7M	Buy	738,775 +30,095	+4%	+$693K	6.29%	3
2025 Q1	$15.4M	Buy	+708,680	New	+$16.6M	6.72%	3
2024 Q3	$15.9M	Sell	665,260 -20,180	-3%	-$462K	6.26%	4
2024 Q2	$14.8M	Buy	685,440 +695	+0.1%	+$15.1K	6.29%	4
2024 Q1	$15.2M	Buy	+684,745	New	+$14.4M	6.71%	3
2023 Q3	$12.8M	Sell	664,230 -18,070	-3%	-$370K	6.7%	4
2023 Q2	$14M	Buy	682,300 +12,615	+2%	+$254K	7.23%	4
2023 Q1	$13.3M	Buy	+669,685	New	+$13.7M	7.08%	5

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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

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

Sweeney & Michel's HDV Position: Q3 2026 in Review

Sweeney & Michel increased its iShares Core High Dividend ETF (HDV) stake by 1.7% in Q3 2026, buying an estimated $421K and bringing the position to 850,743 shares worth $23.8M. The position accounts for 6.33% of the portfolio, ranked #4.

Sweeney & Michel first reported a position in HDV in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.1M in Q2 2026. 174 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Sweeney & Michel held 850,743 shares of iShares Core High Dividend ETF worth $23.8M as of Q3 2026.
Sweeney & Michel bought 14,609 iShares Core High Dividend ETF shares in Q3 2026, an estimated $421K.
iShares Core High Dividend ETF made up 6.33% of Sweeney & Michel's portfolio in Q3 2026, its #4 holding.
Sweeney & Michel first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core High Dividend ETF position peaked at $24.1M in Q2 2026.
174 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.