David J. Yvars 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
Q2 | $574K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $223K | Buy |
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