Independent Wealth Network’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 | $501K | Sell |
4,275
-5
| -0.1% | -$586 | 0.18% | 140 |
|
|
2025
Q1 | $518K | Buy |
4,280
+72
| +2% | +$8.72K | 0.21% | 124 |
|
|
2024
Q4 | $472K | Buy |
4,208
+492
| +13% | +$55.2K | 0.19% | 132 |
|
|
2024
Q3 | $437K | Sell |
3,716
-191
| -5% | -$22.5K | 0.19% | 130 |
|
|
2024
Q2 | $425K | Sell |
3,907
-1,166
| -23% | -$127K | 0.2% | 131 |
|
|
2024
Q1 | $559K | Sell |
5,073
-4,553
| -47% | -$502K | 0.26% | 103 |
|
|
2023
Q4 | $982K | Sell |
9,626
-3,089
| -24% | -$315K | 0.52% | 47 |
|
|
2023
Q3 | $1.26M | Buy |
12,715
+116
| +0.9% | +$11.5K | 0.77% | 31 |
|
|
2023
Q2 | $1.27M | Buy |
12,599
+3,059
| +32% | +$308K | 0.76% | 29 |
|
|
2023
Q1 | $970K | Buy |
9,540
+1,778
| +23% | +$181K | 0.62% | 37 |
|
|
2022
Q4 | $809K | Buy |
7,762
+3,470
| +81% | +$362K | 0.55% | 38 |
|
|
2022
Q3 | $392K | Buy |
4,292
+1,126
| +36% | +$103K | 0.31% | 84 |
|
|
2022
Q2 | $318K | Buy |
+3,166
| New | +$318K | 0.23% | 119 |
|