CGN Advisors’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
$548K Sell
2025
Q2
$552K Hold
2025
Q1
$571K Sell
2024
Q4
$533K Buy
2024
Q3
$516K Hold
2024
Q2
$477K Buy
2024
Q1
$458K Hold
2023
Q4
$424K Buy
2022
Q3
Sell
2022
Q2
$214K Sell
2022
Q1
$244K Sell
2021
Q4
$237K Hold
2021
Q3
$221K Hold
2021
Q2
$227K Buy
2021
Q1
$221K Hold
2020
Q4
$204K Buy