CIAS
CFS Investment Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
8,938
+404
| +5% | +$47.3K | 0.09% | 169 |
|
|
2025
Q1 | $1.03M | Buy |
8,534
+4,191
| +97% | +$508K | 0.09% | 168 |
|
|
2024
Q4 | $488K | Buy |
+4,343
| New | +$488K | 0.04% | 215 |
|
|
2023
Q1 | – | Sell |
-3,355
| Closed | -$350K | – | 144 |
|
|
2022
Q4 | $350K | Sell |
3,355
-3,468,133
| -100% | -$362M | 0.08% | 94 |
|
|
2022
Q3 | $3.47M | Buy |
3,471,488
+3,424,044
| +7,217% | +$3.42M | 0.8% | 19 |
|
|
2022
Q2 | $4.77M | Buy |
+47,444
| New | +$4.77M | 0.73% | 26 |
|