Investment Partners’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 | $773K | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $671K | Hold |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $843K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $807K | Buy |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $751K | Buy |
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|
2020
Q2 | $757K | Sell |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $1.7M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.44M | Buy |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $700 | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $980K | Sell |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $997K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $946K | Buy |
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|
2016
Q1 | $829K | Buy |
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|
2015
Q4 | $772K | Buy |
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|
2015
Q3 | $665K | Buy |
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|
2015
Q2 | $697K | Buy |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $601K | Buy |
|