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CWM
Concentrum Wealth Management’s
iShares Core High Dividend ETF
HDV
Stock Holding History
Concentrum Wealth Management’s Portfolio
HDV Stock Details
HDV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$415K
Buy
2025
Q1
$374K
Buy
2024
Q4
$216K
Buy
2020
Q2
–
Sell
2020
Q1
$230K
Hold
2019
Q4
$315K
Hold
2019
Q3
$302K
Hold
2019
Q2
$303K
Sell
2019
Q1
$345K
Hold
2018
Q4
$312K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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