Dynamic Advisor Solutions’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 | $370K | Sell |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $515K | Sell |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $7.09M | Sell |
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|
2019
Q3 | $7.34M | Sell |
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|
2019
Q2 | $14.7M | Sell |
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|
2019
Q1 | $14.7M | Buy |
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|
2018
Q4 | $2.23M | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $7.17M | Buy |
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