Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $735K | Buy |
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|
2025
Q4 | $511K | Sell |
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|
2025
Q3 | $605K | Buy |
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|
2025
Q2 | $545K | Sell |
|
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|
2025
Q1 | $685K | Sell |
|
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|
2024
Q4 | $1.02M | Buy |
|
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $982K | Buy |
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|
2023
Q4 | $863K | Sell |
|
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|
2023
Q3 | $1.62M | Buy |
|
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.48M | Buy |
|
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $951K | Buy |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $600K | Buy |
|
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|
2021
Q1 | $519K | Buy |
|
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $633K | Buy |
|
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $503K | Buy |
|