JWM
Jackson Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
26,659
+331
| +1% | +$38.8K | 0.34% | 60 |
|
|
2025
Q1 | $3.19M | Buy |
26,328
+163
| +0.6% | +$19.7K | 0.39% | 59 |
|
|
2024
Q4 | $2.94M | Buy |
26,165
+1,524
| +6% | +$171K | 0.33% | 64 |
|
|
2024
Q3 | $2.9M | Buy |
24,641
+10,208
| +71% | +$1.2M | 0.35% | 62 |
|
|
2024
Q2 | $1.57M | Sell |
14,433
-9,742
| -40% | -$1.06M | 0.34% | 62 |
|
|
2024
Q1 | $2.66M | Buy |
+24,175
| New | +$2.66M | 0.33% | 61 |
|