Birchcreek 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 | $407K | Sell |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $58K | Buy |
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