Gladstone Institutional Advisory’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
Q3
$2.32M Sell
2025
Q2
$2.24M Buy
2025
Q1
$1.97M Sell
2024
Q4
$1.83M Buy
2024
Q3
$1.92M Buy
2024
Q2
$1.76M Buy
2024
Q1
$1.72M Sell
2023
Q4
$1.8M Sell
2023
Q3
$1.8M Sell
2023
Q2
$1.91M Sell
2023
Q1
$2.04M Sell
2022
Q4
$2.09M Buy
2022
Q3
$1.77M Buy
2022
Q2
$1.6M Buy
2022
Q1
$1.45M Buy
2021
Q4
$667K Buy
2021
Q3
$487K Buy
2021
Q2
$399K Buy
2021
Q1
$339K Buy
2020
Q4
$230K Buy