Foundations Investment Advisors’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
Q4 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $6.43M | Buy |
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|
2022
Q2 | $6.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $131M | Buy |
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