Ascent Group’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
2026
Q1
$240K Buy
2024
Q4
Sell
2024
Q3
$384K Buy
2024
Q2
$305K Sell
2024
Q1
$332K Sell
2023
Q4
$331K Sell
2023
Q3
$328K Sell
2023
Q2
$387K Sell
2023
Q1
$409K Sell
2022
Q4
$571K Buy
2022
Q3
$447K Sell
2022
Q2
$597K Buy
2022
Q1
$465K Sell
2021
Q4
$545K Buy