Baker Tilly 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
Q3 | $209K | Hold |
|
|||||
|
2025
Q2 | $200K | Hold |
|
|||||
|
2025
Q1 | $207K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $219K | Sell |
|
|||||
|
2024
Q2 | $1.18M | Sell |
|
|||||
|
2024
Q1 | $2.38M | Buy |
|
|||||
|
2023
Q4 | $2.13M | Sell |
|
|||||
|
2023
Q3 | $2.14M | Buy |
|
|||||
|
2023
Q2 | $2.11M | Buy |
|
|||||
|
2023
Q1 | $2.11M | Buy |
|
|||||
|
2022
Q4 | $2.08M | Sell |
|
|||||
|
2022
Q3 | $1.97M | Buy |
|
|||||
|
2022
Q2 | $2.12M | Buy |
|
|||||
|
2022
Q1 | $1.69M | Buy |
|
|||||
|
2021
Q4 | $1.34M | Sell |
|
|||||
|
2021
Q3 | $1.47M | Buy |
|
|||||
|
2021
Q2 | $1.48M | Buy |
|
|||||
|
2021
Q1 | $1.42M | Buy |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|