Impact Partnership Wealth’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 | $536K | Sell |
4,572
-704
| -13% | -$82.5K | 0.1% | 129 |
|
|
2025
Q1 | $639K | Buy |
5,276
+681
| +15% | +$82.5K | 0.14% | 83 |
|
|
2024
Q4 | $516K | Buy |
+4,595
| New | +$516K | 0.1% | 120 |
|
|
2023
Q4 | – | Sell |
-121
| Closed | -$12K | – | 953 |
|
|
2023
Q3 | $12K | Sell |
121
-296
| -71% | -$29.3K | ﹤0.01% | 563 |
|
|
2023
Q2 | $42K | Buy |
+417
| New | +$42K | 0.01% | 271 |
|