Axxcess Wealth Management’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 | $598K | Buy |
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|
2025
Q1 | $617K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $906K | Sell |
|
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.77M | Buy |
|
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|
2022
Q4 | $980K | Sell |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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