AIA
AIMZ Investment 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 | $209K | Buy |
1,780
+10
| +0.6% | +$1.17K | 0.07% | 122 |
|
|
2025
Q1 | $214K | Buy |
+1,770
| New | +$214K | 0.07% | 120 |
|
|
2024
Q4 | – | Sell |
-1,750
| Closed | -$206K | – | 125 |
|
|
2024
Q3 | $206K | Buy |
+1,750
| New | +$206K | 0.07% | 121 |
|
|
2022
Q3 | – | Sell |
-2,095
| Closed | -$210K | – | 108 |
|
|
2022
Q2 | $210K | Buy |
2,095
+6
| +0.3% | +$601 | 0.1% | 105 |
|
|
2022
Q1 | $223K | Sell |
2,089
-42
| -2% | -$4.48K | 0.09% | 110 |
|
|
2021
Q4 | $215K | Sell |
2,131
-438
| -17% | -$44.2K | 0.08% | 111 |
|
|
2021
Q3 | $242K | Buy |
2,569
+12
| +0.5% | +$1.13K | 0.11% | 105 |
|
|
2021
Q2 | $247K | Buy |
2,557
+12
| +0.5% | +$1.16K | 0.11% | 104 |
|
|
2021
Q1 | $241K | Buy |
2,545
+13
| +0.5% | +$1.23K | 0.12% | 100 |
|
|
2020
Q4 | $222K | Buy |
2,532
+15
| +0.6% | +$1.32K | 0.12% | 102 |
|
|
2020
Q3 | $203K | Buy |
2,517
+15
| +0.6% | +$1.21K | 0.12% | 96 |
|
|
2020
Q2 | $203K | Buy |
+2,502
| New | +$203K | 0.13% | 93 |
|
|
2020
Q1 | – | Sell |
-2,142
| Closed | -$210K | – | 94 |
|
|
2019
Q4 | $210K | Buy |
+2,142
| New | +$210K | 0.14% | 93 |
|