Farther Finance Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
21,108
+8,500
| +67% | +$996K | 0.05% | 311 |
|
|
2025
Q1 | $1.52M | Buy |
12,608
+10,322
| +452% | +$1.24M | 0.04% | 363 |
|
|
2024
Q4 | $257K | Sell |
2,286
-1,189
| -34% | -$133K | 0.01% | 875 |
|
|
2024
Q3 | $408K | Buy |
3,475
+177
| +5% | +$20.8K | 0.02% | 677 |
|
|
2024
Q2 | $358K | Sell |
3,298
-193
| -6% | -$20.9K | 0.02% | 601 |
|
|
2024
Q1 | $384K | Sell |
3,491
-10
| -0.3% | -$1.1K | 0.02% | 470 |
|
|
2023
Q4 | $357K | Buy |
3,501
+112
| +3% | +$11.4K | 0.03% | 411 |
|
|
2023
Q3 | $335K | Sell |
3,389
-426
| -11% | -$42.1K | 0.05% | 275 |
|
|
2023
Q2 | $385K | Sell |
3,815
-530
| -12% | -$53.4K | 0.08% | 196 |
|
|
2023
Q1 | $442K | Buy |
4,345
+1,466
| +51% | +$149K | 0.13% | 150 |
|
|
2022
Q4 | $300K | Buy |
+2,879
| New | +$300K | 0.12% | 174 |
|