Sykon Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Sykon Capital’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	$274K	Sell	10,013 -512,427	-98%	-$13.9M	0.08%	88
2026 Q1	$14.2M	Buy	522,440 +508,940	+3,770%	+$13.5M	4.73%	7
2025 Q4	$328K	Buy	13,500 +2,290	+20%	+$55.7K	0.11%	97
2025 Q3	$275K	Buy	+11,210	New	+$271K	0.09%	93
2025 Q2	–	Sell	-370,130	Closed	-$8.97M	–	89
2025 Q1	$8.97M	Buy	+370,130	New	+$8.65M	3.41%	10
2024 Q4	–	Sell	-17,375	Closed	-$409K	–	72
2024 Q3	$409K	Buy	17,375 +640	+4%	+$14.7K	0.14%	70
2024 Q2	$364K	Sell	16,735 -770	-4%	-$16.8K	0.14%	64
2024 Q1	$386K	Buy	17,505 +2,400	+16%	+$50.5K	0.14%	72
2023 Q4	$308K	Sell	15,105 -1,800	-11%	-$35.5K	0.12%	65
2023 Q3	$334K	Buy	+16,905	New	+$346K	0.14%	39

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

Sykon Capital's HDV Position: Q2 2026 in Review

Sykon Capital reduced its iShares Core High Dividend ETF (HDV) stake by 98% in Q2 2026, selling an estimated $13.9M and leaving 10,013 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #88.

Sykon Capital first reported a position in HDV in Q3 2023 and has held it in 10 quarters since. The position peaked at $14.2M in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sykon Capital held 10,013 shares of iShares Core High Dividend ETF worth $274K as of Q2 2026.
Sykon Capital sold 512,427 iShares Core High Dividend ETF shares in Q2 2026, an estimated $13.9M.
iShares Core High Dividend ETF made up 0.08% of Sykon Capital's portfolio in Q2 2026, its #88 holding.
Sykon Capital first reported a position in iShares Core High Dividend ETF in Q3 2023 and has held it in 10 quarters since.
Sykon Capital's iShares Core High Dividend ETF position peaked at $14.2M in Q1 2026.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.