Aspiriant LLC’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
Q3 | $752K | Buy |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $302K | Buy |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $760K | Hold |
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|
2022
Q3 | $666K | Hold |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $213K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5.52M | Buy |
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|
2016
Q4 | $3.77M | Buy |
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|
2016
Q3 | $509K | Sell |
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|
2016
Q2 | $625K | Buy |
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|
2016
Q1 | $427K | Buy |
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|
2015
Q4 | $252K | Hold |
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|
2015
Q3 | $238K | Sell |
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|
2015
Q2 | $324K | Sell |
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|
2015
Q1 | $333K | Sell |
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|
2014
Q4 | $345K | Sell |
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|
2014
Q3 | $510K | Sell |
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|
2014
Q2 | $886K | Sell |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $229K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $211K | Buy |
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