Hohimer Wealth Management’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
Q2 | $954K | Sell |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $989K | Buy |
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|
2020
Q3 | $832K | Buy |
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|
2020
Q2 | $733K | Sell |
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|
2020
Q1 | $885K | Sell |
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|
2019
Q4 | $1.18M | Buy |
|