Client 1st Advisory Group’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 | – | Sell |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $354K | Sell |
|
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|
2024
Q3 | $392K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $437K | Buy |
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