Goldstone Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
20,340
+76
+0.4% +$9.06K 0.32% 59
2025
Q1
$2.45M Sell
20,264
-2,096
-9% -$254K 0.37% 58
2024
Q4
$2.51M Buy
22,360
+2,407
+12% +$270K 0.39% 56
2024
Q3
$2.35M Sell
19,953
-25
-0.1% -$2.94K 0.41% 53
2024
Q2
$2.17M Buy
19,978
+5,601
+39% +$609K 0.44% 50
2024
Q1
$1.58M Buy
14,377
+846
+6% +$93.2K 0.36% 50
2023
Q4
$1.38M Sell
13,531
-9,657
-42% -$985K 0.36% 52
2023
Q3
$2.29M Buy
23,188
+5,590
+32% +$553K 0.68% 35
2023
Q2
$1.77M Buy
17,598
+6,335
+56% +$638K 0.52% 38
2023
Q1
$1.14M Buy
+11,263
New +$1.14M 0.38% 46