Atwater Malick’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
$12.1M Buy
2025
Q2
$1.16M Buy
2025
Q1
$451K Buy
2024
Q4
$403K Buy
2024
Q3
$386K Buy
2024
Q2
$348K Hold
2024
Q1
$353K Hold
2023
Q4
$327K Buy
2023
Q3
$300K Hold
2023
Q2
$305K Hold
2023
Q1
$308K Hold
2022
Q4
$316K Sell
2022
Q3
$291K Buy
2022
Q2
$312K Buy
2022
Q1
$324K Buy
2021
Q4
$246K Buy
2019
Q4
Sell
2019
Q3
$73K Buy