Synergy Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Synergy Investment Management's HDV Position: Q2 2026 in Review
Synergy Investment Management increased its iShares Core High Dividend ETF (HDV) stake by 14% in Q2 2026, buying an estimated $56.7K and bringing the position to 17,041 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #102.
Synergy Investment Management first reported a position in HDV in Q4 2024 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Synergy Investment Management held 17,041 shares of iShares Core High Dividend ETF worth $467K as of Q2 2026.
- Synergy Investment Management bought 2,086 iShares Core High Dividend ETF shares in Q2 2026, an estimated $56.7K.
- iShares Core High Dividend ETF made up 0.11% of Synergy Investment Management's portfolio in Q2 2026, its #102 holding.
- Synergy Investment Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 4 quarters since.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.