Hixon Zuercher’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 | $465K | Buy |
3,969
+155
| +4% | +$18.2K | 0.15% | 75 |
|
|
2025
Q1 | $462K | Sell |
3,814
-177
| -4% | -$21.4K | 0.16% | 77 |
|
|
2024
Q4 | $448K | Buy |
3,991
+1,697
| +74% | +$191K | 0.17% | 75 |
|
|
2024
Q3 | $270K | Hold |
2,294
| – | – | 0.11% | 74 |
|
|
2024
Q2 | $249K | Hold |
2,294
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $253K | Buy |
2,294
+25
| +1% | +$2.76K | 0.11% | 61 |
|
|
2023
Q4 | $231K | Hold |
2,269
| – | – | 0.11% | 61 |
|
|
2023
Q3 | $224K | Sell |
2,269
-540
| -19% | -$53.4K | 0.12% | 55 |
|
|
2023
Q2 | $283K | Hold |
2,809
| – | – | 0.14% | 58 |
|
|
2023
Q1 | $286K | Hold |
2,809
| – | – | 0.17% | 52 |
|
|
2022
Q4 | $293K | Hold |
2,809
| – | – | 0.18% | 53 |
|
|
2022
Q3 | $256K | Hold |
2,809
| – | – | 0.16% | 54 |
|
|
2022
Q2 | $282K | Sell |
2,809
-3
| -0.1% | -$301 | 0.18% | 52 |
|
|
2022
Q1 | $301K | Buy |
2,812
+44
| +2% | +$4.71K | 0.16% | 52 |
|
|
2021
Q4 | $280K | Hold |
2,768
| – | – | 0.14% | 60 |
|
|
2021
Q3 | $261K | Hold |
2,768
| – | – | 0.15% | 56 |
|
|
2021
Q2 | $267K | Hold |
2,768
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $263K | Buy |
2,768
+218
| +9% | +$20.7K | 0.17% | 54 |
|
|
2020
Q4 | $224K | Hold |
2,550
| – | – | 0.16% | 57 |
|
|
2020
Q3 | $205K | Buy |
+2,550
| New | +$205K | 0.16% | 55 |
|