FWM
Forefront Wealth Management’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 | $844K | Buy |
7,207
+223
| +3% | +$26.1K | 0.68% | 34 |
|
|
2025
Q1 | $846K | Sell |
6,984
-334
| -5% | -$40.5K | 0.78% | 33 |
|
|
2024
Q4 | $822K | Buy |
+7,318
| New | +$822K | 0.76% | 31 |
|
|
2023
Q3 | $4.29M | Sell |
43,421
-152
| -0.3% | -$15K | 6.02% | 4 |
|
|
2023
Q2 | $4.39M | Sell |
43,573
-26,195
| -38% | -$2.64M | 5.8% | 4 |
|
|
2023
Q1 | $7.09M | Sell |
69,768
-1,408
| -2% | -$143K | 9.27% | 1 |
|
|
2022
Q4 | $7.42M | Buy |
71,176
+16,071
| +29% | +$1.68M | 9.99% | 1 |
|
|
2022
Q3 | $5.03M | Sell |
55,105
-531
| -1% | -$48.5K | 7.01% | 3 |
|
|
2022
Q2 | $5.59M | Buy |
55,636
+7,929
| +17% | +$796K | 7.52% | 2 |
|
|
2022
Q1 | $5.1M | Buy |
+47,707
| New | +$5.1M | 5.04% | 4 |
|