CA
Cresta 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 | $1.07M | Buy |
9,151
+869
| +10% | +$102K | 0.52% | 29 |
|
|
2025
Q1 | $1M | Buy |
8,282
+1,216
| +17% | +$147K | 0.52% | 31 |
|
|
2024
Q4 | $831K | Hold |
7,066
| – | – | 0.43% | 31 |
|
|
2024
Q3 | $831K | Sell |
7,066
-60
| -0.8% | -$7.06K | 0.43% | 31 |
|
|
2024
Q2 | $775K | Sell |
7,126
-68
| -0.9% | -$7.39K | 0.46% | 31 |
|
|
2024
Q1 | $793K | Sell |
7,194
-39
| -0.5% | -$4.3K | 0.5% | 31 |
|
|
2023
Q4 | $738K | Buy |
7,233
+48
| +0.7% | +$4.9K | 0.49% | 31 |
|
|
2023
Q3 | $711K | Buy |
7,185
+790
| +12% | +$78.1K | 0.55% | 30 |
|
|
2023
Q2 | $645K | Buy |
+6,395
| New | +$645K | 0.5% | 31 |
|