EP Wealth Advisors’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 | $1.53M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $322K | Buy |
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