HWA
HHM Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.1K | Hold |
820
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $99.3K | Hold |
820
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $92.1K | Hold |
820
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $96.4K | Hold |
820
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $89.1K | Hold |
820
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $90.4K | Buy |
820
+100
| +14% | +$11K | 0.01% | 220 |
|
|
2023
Q4 | $73.4K | Hold |
720
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $71.2K | Hold |
720
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $72.6K | Hold |
720
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $73.2K | Hold |
720
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $75.1K | Buy |
+720
| New | +$75.1K | 0.02% | 199 |
|