Financial Advocates Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Financial Advocates Investment Management’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$475K	Sell	4,053 -9,166	-69%	-$1.07M	0.04%	369
2025 Q1	$1.6M	Sell	13,219 -128	-1%	-$15.5K	0.11%	199
2024 Q4	$1.5M	Sell	13,347 -30	-0.2%	-$3.37K	0.09%	220
2024 Q3	$1.57M	Buy	13,377 +947	+8%	+$111K	0.09%	216
2024 Q2	$1.35M	Sell	12,430 -933	-7%	-$101K	0.08%	226
2024 Q1	$1.47M	Sell	13,363 -34	-0.3%	-$3.75K	0.09%	231
2023 Q4	$1.37M	Sell	13,397 -11,834	-47%	-$1.21M	0.09%	226
2023 Q3	$2.19M	Buy	25,231 +11,359	+82%	+$986K	0.16%	146
2023 Q2	$1.38M	Sell	13,872 -13,401	-49%	-$1.33M	0.1%	214
2023 Q1	$3.29M	Buy	27,273 +13,377	+96%	+$1.62M	0.24%	96
2022 Q4	$1.4M	Buy	13,896 +724	+5%	+$73.1K	0.1%	218
2022 Q3	$1.2M	Sell	13,172 -5,195	-28%	-$474K	0.1%	217
2022 Q2	$1.85M	Sell	18,367 -3,149	-15%	-$316K	0.15%	165
2022 Q1	$2.3M	Buy	21,516 +6,960	+48%	+$744K	0.15%	163
2021 Q4	$1.52M	Sell	14,556 -6,873	-32%	-$715K	0.1%	242
2021 Q3	$2.02M	Buy	21,429 +247	+1%	+$23.3K	0.14%	176
2021 Q2	$2.05M	Sell	21,182 -3,019	-12%	-$291K	0.14%	174
2021 Q1	$2.3M	Buy	24,201 +7,618	+46%	+$723K	0.16%	143
2020 Q4	$1.45M	Sell	16,583 -2,176	-12%	-$191K	0.1%	231
2020 Q3	$1.51M	Buy	18,759 +494	+3%	+$39.8K	0.13%	169
2020 Q2	$1.48M	Buy	18,265 +244	+1%	+$19.8K	0.14%	172
2020 Q1	$1.29M	Sell	18,021 -1,505	-8%	-$108K	0.18%	147
2019 Q4	$1.92M	Sell	19,526 -91	-0.5%	-$8.93K	0.2%	120
2019 Q3	$1.85M	Sell	19,617 -4,413	-18%	-$415K	0.21%	115
2019 Q2	$2.27M	Buy	24,030 +1,828	+8%	+$173K	0.26%	99
2019 Q1	$2.07M	Buy	22,202 +861	+4%	+$80.3K	0.26%	106
2018 Q4	$1.8M	Sell	21,341 -3,210	-13%	-$271K	0.25%	108
2018 Q3	$2.22M	Sell	24,551 -5,606	-19%	-$508K	0.25%	98
2018 Q2	$2.55M	Buy	30,157 +947	+3%	+$80.2K	0.31%	83
2018 Q1	$2.47M	Buy	29,210 +1,122	+4%	+$94.8K	0.32%	78
2017 Q4	$2.53M	Buy	+28,088	New	+$2.53M	0.35%	69