JSF Financial’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 | $816K | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $930K | Hold |
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|
2023
Q2 | $948K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $353K | Buy |
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