Independent Advisor Alliance’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
Q1 | – | Sell |
-8,206
| Closed | -$921K | – | 1043 |
|
|
2024
Q4 | $921K | Buy |
+8,206
| New | +$921K | 0.01% | 749 |
|
|
2020
Q1 | – | Sell |
-51,351
| Closed | -$5.04M | – | 576 |
|
|
2019
Q4 | $5.04M | Buy |
+51,351
| New | +$5.04M | 0.22% | 107 |
|
|
2017
Q2 | – | Sell |
-3,616
| Closed | -$303K | – | 297 |
|
|
2017
Q1 | $303K | Buy |
+3,616
| New | +$303K | 0.05% | 302 |
|