LWM
LongView 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 | $699K | Buy |
5,969
+119
| +2% | +$13.9K | 0.21% | 91 |
|
|
2025
Q1 | $709K | Hold |
5,850
| – | – | 0.21% | 92 |
|
|
2024
Q4 | $657K | Sell |
5,850
-285
| -5% | -$32K | 0.2% | 94 |
|
|
2024
Q3 | $722K | Sell |
6,135
-85
| -1% | -$10K | 0.23% | 84 |
|
|
2024
Q2 | $676K | Buy |
6,220
+507
| +9% | +$55.1K | 0.25% | 81 |
|
|
2024
Q1 | $630K | Hold |
5,713
| – | – | 0.25% | 83 |
|
|
2023
Q4 | $591K | Buy |
+5,713
| New | +$591K | 0.26% | 84 |
|