Clear Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,795
| Closed | -$48.7K | – | 110 |
|
|
2026
Q1 | $48.7K | Buy |
+1,795
| New | +$47.8K | 0.08% | 108 |
|
|
2025
Q4 | – | Sell |
-2,545
| Closed | -$62.4K | – | 117 |
|
|
2025
Q3 | $62.4K | Buy |
2,545
+60
| +2% | +$1.45K | 0.08% | 107 |
|
|
2025
Q2 | $58.3K | Sell |
2,485
-170
| -6% | -$3.92K | 0.07% | 105 |
|
|
2025
Q1 | $64.4K | Sell |
2,655
-100
| -4% | -$2.34K | 0.09% | 96 |
|
|
2024
Q4 | $61.9K | Buy |
2,755
+70
| +3% | +$1.65K | 0.08% | 98 |
|
|
2024
Q3 | $63.1K | Sell |
2,685
-245
| -8% | -$5.61K | 0.08% | 97 |
|
|
2024
Q2 | $63.7K | Sell |
2,930
-320
| -10% | -$6.97K | 0.08% | 91 |
|
|
2024
Q1 | $71.7K | Sell |
3,250
-180
| -5% | -$3.78K | 0.1% | 88 |
|
|
2023
Q4 | $70K | Buy |
3,430
+110
| +3% | +$2.17K | 0.1% | 92 |
|
|
2023
Q3 | $65.7K | Sell |
3,320
-50
| -1% | -$1.02K | 0.11% | 80 |
|
|
2023
Q2 | $67.9K | Buy |
3,370
+155
| +5% | +$3.12K | 0.11% | 77 |
|
|
2023
Q1 | $65.4K | Buy |
3,215
+95
| +3% | +$1.95K | 0.11% | 75 |
|
|
2022
Q4 | $65K | Buy |
3,120
+180
| +6% | +$3.68K | 0.13% | 72 |
|
|
2022
Q3 | $54K | Buy |
2,940
+50
| +2% | +$1.01K | 0.11% | 75 |
|
|
2022
Q2 | $58K | Sell |
2,890
-65
| -2% | -$1.37K | 0.13% | 75 |
|
|
2022
Q1 | $63K | Sell |
2,955
-190
| -6% | -$3.94K | 0.12% | 76 |
|
|
2021
Q4 | $64K | Sell |
3,145
-15
| -0.5% | -$294 | 0.1% | 74 |
|
|
2021
Q3 | $60K | Buy |
3,160
+15
| +0.5% | +$290 | 0.1% | 76 |
|
|
2021
Q2 | $61K | Buy |
3,145
+50
| +2% | +$971 | 0.1% | 75 |
|
|
2021
Q1 | $59K | Sell |
3,095
-80
| -3% | -$1.46K | 0.11% | 68 |
|
|
2020
Q4 | $56K | Buy |
3,175
+70
| +2% | +$1.19K | 0.1% | 68 |
|
|
2020
Q3 | $50K | Buy |
3,105
+950
| +44% | +$15.8K | 0.1% | 67 |
|
|
2020
Q2 | $35K | Buy |
2,155
+740
| +52% | +$12K | 0.08% | 69 |
|
|
2020
Q1 | $20K | Hold |
1,415
| – | – | 0.05% | 73 |
|
|
2019
Q4 | $28K | Hold |
1,415
| – | – | 0.06% | 73 |
|
|
2019
Q3 | $27K | Buy |
1,415
+15
| +1% | +$282 | 0.06% | 69 |
|
|
2019
Q2 | $26K | Buy |
1,400
+10
| +0.7% | +$188 | 0.04% | 70 |
|
|
2019
Q1 | $26K | Sell |
1,390
-20
| -1% | -$359 | 0.04% | 69 |
|
|
2018
Q4 | $24K | Buy |
1,410
+15
| +1% | +$267 | 0.04% | 65 |
|
|
2018
Q3 | $25K | Buy |
1,395
+210
| +18% | +$3.72K | 0.04% | 65 |
|
|
2018
Q2 | $20K | Hold |
1,185
| – | – | 0.01% | 54 |
|
|
2018
Q1 | $20K | Buy |
+1,185
| New | +$20.9K | 0.01% | 54 |
|
Other funds holding HDV
Clear Investment Research's HDV Position: Q2 2026 in Review
Clear Investment Research sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 1,795 shares — an estimated $48.7K sold.
Clear Investment Research first reported a position in HDV in Q1 2018 and held it in 32 quarters. The position peaked at $71.7K in Q1 2024. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Clear Investment Research reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
- Clear Investment Research sold 1,795 iShares Core High Dividend ETF shares in Q2 2026, an estimated $48.7K.
- Clear Investment Research first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 32 quarters.
- Clear Investment Research's iShares Core High Dividend ETF position peaked at $71.7K in Q1 2024.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.