Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.9K | Buy |
2,720
+2,370
| +677% | +$63.1K | 0.01% | 481 |
|
|
2025
Q4 | $8.51K | Sell |
350
-3,565
| -91% | -$86.7K | ﹤0.01% | 518 |
|
|
2025
Q3 | $95.9K | Buy |
3,915
+3,275
| +512% | +$79.1K | 0.02% | 440 |
|
|
2025
Q2 | $15K | Sell |
640
-3,250
| -84% | -$74.9K | ﹤0.01% | 442 |
|
|
2025
Q1 | $94.2K | Buy |
3,890
+15
| +0.4% | +$351 | 0.02% | 388 |
|
|
2024
Q4 | $87K | Buy |
3,875
+15
| +0.4% | +$352 | 0.02% | 336 |
|
|
2024
Q3 | $90.8K | Buy |
3,860
+15
| +0.4% | +$343 | 0.03% | 342 |
|
|
2024
Q2 | $83.6K | Buy |
3,845
+15
| +0.4% | +$327 | 0.02% | 337 |
|
|
2024
Q1 | $84.4K | Buy |
3,830
+655
| +21% | +$13.8K | 0.03% | 343 |
|
|
2023
Q4 | $64.8K | Buy |
3,175
+30
| +1% | +$591 | 0.03% | 320 |
|
|
2023
Q3 | $62.2K | Sell |
3,145
-1,435
| -31% | -$29.4K | 0.03% | 303 |
|
|
2023
Q2 | $92.3K | Buy |
4,580
+15
| +0.3% | +$302 | 0.04% | 301 |
|
|
2023
Q1 | $94.2K | Buy |
4,565
+15
| +0.3% | +$308 | 0.05% | 260 |
|
|
2022
Q4 | $94.9K | Buy |
4,550
+45
| +1% | +$921 | 0.04% | 270 |
|
|
2022
Q3 | $82K | Buy |
4,505
+1,215
| +37% | +$24.6K | 0.04% | 271 |
|
|
2022
Q2 | $66K | Sell |
3,290
-5,415
| -62% | -$114K | 0.03% | 304 |
|
|
2022
Q1 | $186K | Sell |
8,705
-475
| -5% | -$9.86K | 0.08% | 217 |
|
|
2021
Q4 | $185K | Sell |
9,180
-60
| -0.6% | -$1.18K | 0.07% | 251 |
|
|
2021
Q3 | $174K | Hold |
9,240
| – | – | 0.08% | 232 |
|
|
2021
Q2 | $178K | Buy |
9,240
+75
| +0.8% | +$1.46K | 0.08% | 245 |
|
|
2021
Q1 | $176K | Sell |
9,165
-70
| -0.8% | -$1.28K | 0.09% | 231 |
|
|
2020
Q4 | $162K | Buy |
9,235
+45
| +0.5% | +$762 | 0.09% | 210 |
|
|
2020
Q3 | $148K | Buy |
+9,190
| New | +$153K | 0.09% | 199 |
|
Other funds holding HDV
