DJYG
David J. Yvars Group’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 | $574K | Buy |
4,903
+124
| +3% | +$14.5K | 0.34% | 39 |
|
|
2025
Q1 | $579K | Buy |
4,779
+24
| +0.5% | +$2.91K | 0.46% | 33 |
|
|
2024
Q4 | $534K | Buy |
4,755
+1,826
| +62% | +$205K | 0.33% | 41 |
|
|
2024
Q3 | $344K | Buy |
2,929
+19
| +0.7% | +$2.24K | 0.21% | 57 |
|
|
2024
Q2 | $316K | Buy |
2,910
+15
| +0.5% | +$1.63K | 0.2% | 56 |
|
|
2024
Q1 | $319K | Sell |
2,895
-7
| -0.2% | -$772 | 0.22% | 56 |
|
|
2023
Q4 | $296K | Buy |
2,902
+35
| +1% | +$3.57K | 0.24% | 52 |
|
|
2023
Q3 | $284K | Sell |
2,867
-750
| -21% | -$74.2K | 0.24% | 51 |
|
|
2023
Q2 | $365K | Sell |
3,617
-914
| -20% | -$92.1K | 0.3% | 45 |
|
|
2023
Q1 | $461K | Buy |
4,531
+21
| +0.5% | +$2.14K | 0.42% | 41 |
|
|
2022
Q4 | $470K | Buy |
4,510
+22
| +0.5% | +$2.29K | 0.59% | 30 |
|
|
2022
Q3 | $410K | Sell |
4,488
-395
| -8% | -$36.1K | 0.46% | 33 |
|
|
2022
Q2 | $495K | Buy |
4,883
+987
| +25% | +$100K | 0.67% | 27 |
|
|
2022
Q1 | $416K | Buy |
3,896
+3
| +0.1% | +$320 | 0.29% | 48 |
|
|
2021
Q4 | $393K | Sell |
3,893
-410
| -10% | -$41.4K | 0.24% | 49 |
|
|
2021
Q3 | $411K | Sell |
4,303
-900
| -17% | -$86K | 0.24% | 52 |
|
|
2021
Q2 | $502K | Buy |
5,203
+1,126
| +28% | +$109K | 0.28% | 53 |
|
|
2021
Q1 | $387K | Buy |
4,077
+1,537
| +61% | +$146K | 0.25% | 52 |
|
|
2020
Q4 | $223K | Buy |
+2,540
| New | +$223K | 0.15% | 72 |
|