1WA
180 Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
11,988
-95
| -0.8% | -$11.1K | 0.2% | 113 |
|
|
2025
Q1 | $1.46M | Sell |
12,083
-165
| -1% | -$19.9K | 0.23% | 106 |
|
|
2024
Q4 | $1.37M | Sell |
12,248
-110
| -0.9% | -$12.3K | 0.22% | 106 |
|
|
2024
Q3 | $1.45M | Sell |
12,358
-135
| -1% | -$15.9K | 0.23% | 98 |
|
|
2024
Q2 | $1.37M | Sell |
12,493
-25
| -0.2% | -$2.74K | 0.22% | 101 |
|
|
2024
Q1 | $1.38M | Buy |
12,518
+148
| +1% | +$16.3K | 0.25% | 101 |
|
|
2023
Q4 | $1.28M | Sell |
12,370
-945
| -7% | -$97.9K | 0.26% | 99 |
|
|
2023
Q3 | $1.32M | Sell |
13,315
-80
| -0.6% | -$7.91K | 0.3% | 89 |
|
|
2023
Q2 | $1.35M | Sell |
13,395
-85
| -0.6% | -$8.59K | 0.3% | 88 |
|
|
2023
Q1 | $1.37M | Sell |
13,480
-335
| -2% | -$34.1K | 0.32% | 85 |
|
|
2022
Q4 | $1.46M | Sell |
13,815
-649
| -4% | -$68.6K | 0.34% | 84 |
|
|
2022
Q3 | $1.32M | Sell |
14,464
-828
| -5% | -$75.6K | 0.36% | 79 |
|
|
2022
Q2 | $1.55M | Buy |
15,292
+427
| +3% | +$43.3K | 0.4% | 74 |
|
|
2022
Q1 | $1.62M | Sell |
14,865
-197
| -1% | -$21.5K | 0.35% | 80 |
|
|
2021
Q4 | $1.52M | Sell |
15,062
-223
| -1% | -$22.5K | 0.34% | 81 |
|
|
2021
Q3 | $1.48M | Sell |
15,285
-273
| -2% | -$26.5K | 0.33% | 85 |
|
|
2021
Q2 | $1.51M | Sell |
15,558
-263
| -2% | -$25.6K | 0.35% | 83 |
|
|
2021
Q1 | $1.56M | Sell |
15,821
-523
| -3% | -$51.5K | 0.39% | 74 |
|
|
2020
Q4 | $1.47M | Sell |
16,344
-172
| -1% | -$15.5K | 0.43% | 66 |
|
|
2020
Q3 | $1.34M | Sell |
16,516
-5
| -0% | -$405 | 0.5% | 54 |
|
|
2020
Q2 | $1.38M | Sell |
16,521
-21,009
| -56% | -$1.75M | 0.55% | 47 |
|
|
2020
Q1 | $2.71M | Buy |
37,530
+913
| +2% | +$65.9K | 1.41% | 12 |
|
|
2019
Q4 | $3.56M | Sell |
36,617
-612
| -2% | -$59.6K | 1.42% | 10 |
|
|
2019
Q3 | $3.47M | Sell |
37,229
-1,752
| -4% | -$163K | 1.53% | 10 |
|
|
2019
Q2 | $3.63M | Buy |
38,981
+2,852
| +8% | +$266K | 1.64% | 10 |
|
|
2019
Q1 | $3.36M | Buy |
36,129
+11,587
| +47% | +$1.08M | 1.53% | 10 |
|
|
2018
Q4 | $2.22M | Sell |
24,542
-408
| -2% | -$36.9K | 1.04% | 18 |
|
|
2018
Q3 | $2.26M | Buy |
24,950
+4,240
| +20% | +$384K | 1.04% | 18 |
|
|
2018
Q2 | $1.76M | Buy |
20,710
+5,814
| +39% | +$494K | 0.87% | 27 |
|
|
2018
Q1 | $1.26M | Buy |
14,896
+4,816
| +48% | +$407K | 0.65% | 47 |
|
|
2017
Q4 | $909K | Buy |
+10,080
| New | +$909K | 0.46% | 67 |
|