FPAS
Focus Partners Advisor Solutions’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
2,620
+541
| +26% | +$63.4K | ﹤0.01% | 854 |
|
|
2025
Q1 | $252K | Buy |
2,079
+9
| +0.4% | +$1.09K | ﹤0.01% | 830 |
|
|
2024
Q4 | $232K | Buy |
2,070
+40
| +2% | +$4.49K | ﹤0.01% | 688 |
|
|
2024
Q3 | $239K | Hold |
2,030
| – | – | 0.01% | 666 |
|
|
2024
Q2 | $221K | Hold |
2,030
| – | – | 0.01% | 574 |
|
|
2024
Q1 | $224K | Buy |
+2,030
| New | +$224K | 0.01% | 547 |
|