HCR Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

HCR Wealth Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$478K	Sell	4,080 -175	-4%	-$20.5K	0.06%	142
2025 Q1	$515K	Sell	4,255 -330	-7%	-$40K	0.07%	136
2024 Q4	$515K	Hold	4,585	–	–	0.06%	139
2024 Q3	$539K	Buy	4,585 +1,700	+59%	+$200K	0.07%	133
2024 Q2	$314K	Hold	2,885	–	–	0.04%	170
2024 Q1	$318K	Sell	2,885 -1,000	-26%	-$110K	0.05%	164
2023 Q4	$396K	Sell	3,885 -157	-4%	-$16K	0.06%	134
2023 Q3	$400K	Buy	4,042 +2	+0%	+$198	0.09%	116
2023 Q2	$407K	Hold	4,040	–	–	0.08%	126
2023 Q1	$411K	Hold	4,040	–	–	0.08%	122
2022 Q4	$421K	Hold	4,040	–	–	0.09%	122
2022 Q3	$369K	Hold	4,040	–	–	0.08%	123
2022 Q2	$406K	Sell	4,040 -47	-1%	-$4.72K	0.08%	123
2022 Q1	$437K	Hold	4,087	–	–	0.07%	135
2021 Q4	$413K	Buy	4,087 +5	+0.1%	+$505	0.06%	149
2021 Q3	$385K	Hold	4,082	–	–	0.06%	155
2021 Q2	$394K	Hold	4,082	–	–	0.07%	147
2021 Q1	$387K	Sell	4,082 -325	-7%	-$30.8K	0.08%	140
2020 Q4	$386K	Hold	4,407	–	–	0.08%	135
2020 Q3	$355K	Buy	4,407 +10	+0.2%	+$806	0.08%	127
2020 Q2	$356K	Sell	4,397 -48	-1%	-$3.89K	0.08%	115
2020 Q1	$318K	Sell	4,445 -1,200	-21%	-$85.8K	0.09%	113
2019 Q4	$554K	Buy	5,645 +785	+16%	+$77K	0.13%	95
2019 Q3	$458K	Sell	4,860 -1,785	-27%	-$168K	0.15%	98
2019 Q2	$628K	Sell	6,645 -1,050	-14%	-$99.2K	0.18%	86
2019 Q1	$718K	Sell	7,695 -2,275	-23%	-$212K	0.21%	88
2018 Q4	$841K	Sell	9,970 -940	-9%	-$79.3K	0.27%	75
2018 Q3	$967K	Sell	10,910 -180	-2%	-$16K	0.32%	74
2018 Q2	$943K	Sell	11,090 -1,425	-11%	-$121K	0.31%	77
2018 Q1	$1.06M	Sell	12,515 -400	-3%	-$33.8K	0.37%	67
2017 Q4	$1.16M	Sell	12,915 -85	-0.7%	-$7.66K	0.41%	57
2017 Q3	$1.12M	Sell	13,000 -905	-7%	-$77.8K	0.47%	53
2017 Q2	$1.16M	Sell	13,905 -995	-7%	-$82.7K	0.57%	42
2017 Q1	$1.25M	Sell	14,900 -2,850	-16%	-$239K	0.64%	37
2016 Q4	$1.46M	Buy	+17,750	New	+$1.46M	0.77%	33