Evercore Wealth Management’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 | $1.91M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $3.92M | Buy |
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|
2022
Q1 | $3.21M | Hold |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.34M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $1.71M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $964K | Buy |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $264K | Buy |
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|
2018
Q4 | $218K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.35M | Hold |
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|
2016
Q2 | $1.36M | Sell |
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|
2016
Q1 | $2.61M | Hold |
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|
2015
Q4 | $2.45M | Hold |
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|
2015
Q3 | $2.33M | Hold |
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|
2015
Q2 | $2.46M | Hold |
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|
2015
Q1 | $2.51M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.52M | Sell |
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|
2014
Q2 | $2.82M | Sell |
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|
2014
Q1 | $3.11M | Hold |
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|
2013
Q4 | $3.06M | Hold |
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|
2013
Q3 | $2.89M | Sell |
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|
2013
Q2 | $3.44M | Buy |
|