Kingsview Wealth Management’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 | $4.33M | Buy |
159,585
+17,350
| +12% | +$462K | 0.06% | 333 |
|
|
2025
Q4 | $3.46M | Buy |
142,235
+6,090
| +4% | +$148K | 0.05% | 357 |
|
|
2025
Q3 | $3.33M | Buy |
136,145
+7,670
| +6% | +$185K | 0.05% | 354 |
|
|
2025
Q2 | $3.01M | Buy |
128,475
+60,010
| +88% | +$1.38M | 0.05% | 353 |
|
|
2025
Q1 | $1.66M | Sell |
68,465
-7,270
| -10% | -$170K | 0.03% | 428 |
|
|
2024
Q4 | $1.7M | Buy |
75,735
+3,945
| +5% | +$92.7K | 0.03% | 422 |
|
|
2024
Q3 | $1.69M | Buy |
71,790
+5,405
| +8% | +$124K | 0.04% | 414 |
|
|
2024
Q2 | $1.44M | Buy |
66,385
+22,205
| +50% | +$483K | 0.03% | 422 |
|
|
2024
Q1 | $974K | Sell |
44,180
-600
| -1% | -$12.6K | 0.02% | 504 |
|
|
2023
Q4 | $913K | Sell |
44,780
-7,510
| -14% | -$148K | 0.03% | 489 |
|
|
2023
Q3 | $1.03M | Buy |
52,290
+23,540
| +82% | +$482K | 0.04% | 425 |
|
|
2023
Q2 | $579K | Buy |
28,750
+2,460
| +9% | +$49.5K | 0.02% | 555 |
|
|
2023
Q1 | $535K | Buy |
26,290
+1,035
| +4% | +$21.2K | 0.02% | 555 |
|
|
2022
Q4 | $527K | Buy |
25,255
+3,310
| +15% | +$67.7K | 0.02% | 495 |
|
|
2022
Q3 | $401K | Sell |
21,945
-3,560
| -14% | -$71.9K | 0.02% | 556 |
|
|
2022
Q2 | $512K | Buy |
25,505
+4,305
| +20% | +$90.9K | 0.02% | 532 |
|
|
2022
Q1 | $453K | Buy |
21,200
+55
| +0.3% | +$1.14K | 0.02% | 593 |
|
|
2021
Q4 | $427K | Sell |
21,145
-500
| -2% | -$9.8K | 0.02% | 626 |
|
|
2021
Q3 | $408K | Sell |
21,645
-1,975
| -8% | -$38.2K | 0.02% | 608 |
|
|
2021
Q2 | $459K | Buy |
23,620
+1,345
| +6% | +$26.1K | 0.02% | 584 |
|
|
2021
Q1 | $425K | Sell |
22,275
-575
| -3% | -$10.5K | 0.02% | 544 |
|
|
2020
Q4 | $401K | Sell |
22,850
-2,950
| -11% | -$50K | 0.03% | 490 |
|
|
2020
Q3 | $415K | Buy |
25,800
+2,145
| +9% | +$35.7K | 0.04% | 409 |
|
|
2020
Q2 | $384K | Sell |
23,655
-58,745
| -71% | -$949K | 0.04% | 391 |
|
|
2020
Q1 | $1.18M | Sell |
82,400
-1,290
| -2% | -$22.8K | 0.16% | 158 |
|
|
2019
Q4 | $1.64M | Buy |
83,690
+10,205
| +14% | +$195K | 0.21% | 138 |
|
|
2019
Q3 | $1.38M | Buy |
73,485
+9,065
| +14% | +$170K | 0.22% | 132 |
|
|
2019
Q2 | $1.22M | Buy |
64,420
+34,710
| +117% | +$651K | 0.2% | 129 |
|
|
2019
Q1 | $554K | Buy |
29,710
+6,885
| +30% | +$124K | 0.08% | 254 |
|
|
2018
Q4 | $385K | Buy |
22,825
+425
| +2% | +$7.56K | 0.08% | 244 |
|
|
2018
Q3 | $406K | Sell |
22,400
-1,365
| -6% | -$24.2K | 0.08% | 247 |
|
|
2018
Q2 | $404K | Sell |
23,765
-8,950
| -27% | -$152K | 0.1% | 225 |
|
|
2018
Q1 | $553K | Buy |
32,715
+1,365
| +4% | +$24.1K | 0.14% | 191 |
|
|
2017
Q4 | $565K | Buy |
31,350
+1,830
| +6% | +$32K | 0.2% | 154 |
|
|
2017
Q3 | $507K | Sell |
29,520
-1,675
| -5% | -$28.2K | 0.22% | 138 |
|
|
2017
Q2 | $519K | Sell |
31,195
-1,900
| -6% | -$31.9K | 0.27% | 119 |
|
|
2017
Q1 | $555K | Buy |
+33,095
| New | +$552K | 0.33% | 106 |
|
Other funds holding HDV
