CWA
Clarus Wealth Advisors’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 | – | Sell |
-15,290
| Closed | -$1.72M | – | 90 |
|
|
2025
Q1 | $1.72M | Buy |
+15,290
| New | +$1.72M | 0.92% | 27 |
|
|
2019
Q3 | – | Sell |
-412
| Closed | -$39K | – | 313 |
|
|
2019
Q2 | $39K | Hold |
412
| – | – | 0.03% | 299 |
|
|
2019
Q1 | $38K | Hold |
412
| – | – | 0.03% | 336 |
|
|
2018
Q4 | $35K | Hold |
412
| – | – | 0.06% | 318 |
|
|
2018
Q3 | $37K | Hold |
412
| – | – | 0.02% | 339 |
|
|
2018
Q2 | $35K | Buy |
+412
| New | +$35K | 0.03% | 338 |
|