Arete Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $403K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $806K | Buy |
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|
2019
Q3 | $723K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $387K | Sell |
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|
2018
Q2 | $528K | Sell |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $939K | Buy |
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|
2017
Q2 | $792K | Buy |
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|
2017
Q1 | $537K | Buy |
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|
2016
Q4 | $295K | Buy |
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