Madden Advisory Services’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 | $1.65M | Sell |
60,630
-9,545
| -14% | -$254K | 0.65% | 38 |
|
|
2025
Q4 | $1.71M | Buy |
70,175
+480
| +0.7% | +$11.7K | 0.69% | 35 |
|
|
2025
Q3 | $1.71M | Sell |
69,695
-3,620
| -5% | -$87.5K | 0.66% | 37 |
|
|
2025
Q2 | $1.72M | Buy |
73,315
+2,275
| +3% | +$52.4K | 0.73% | 35 |
|
|
2025
Q1 | $1.72M | Sell |
71,040
-235
| -0.3% | -$5.49K | 0.8% | 32 |
|
|
2024
Q4 | $1.6M | Hold |
71,275
| – | – | 0.74% | 34 |
|
|
2024
Q3 | $1.68M | Buy |
71,275
+3,800
| +6% | +$87K | 0.77% | 33 |
|
|
2024
Q2 | $1.47M | Buy |
67,475
+1,740
| +3% | +$37.9K | 0.75% | 33 |
|
|
2024
Q1 | $1.45M | Sell |
65,735
-5,585
| -8% | -$117K | 0.76% | 32 |
|
|
2023
Q4 | $1.45M | Buy |
71,320
+705
| +1% | +$13.9K | 0.82% | 31 |
|
|
2023
Q3 | $1.4M | Buy |
70,615
+3,710
| +6% | +$75.9K | 0.88% | 31 |
|
|
2023
Q2 | $1.35M | Hold |
66,905
| – | – | 0.87% | 32 |
|
|
2023
Q1 | $1.36M | Hold |
66,905
| – | – | 0.95% | 30 |
|
|
2022
Q4 | $1.39M | Sell |
66,905
-1,575
| -2% | -$32.2K | 1.04% | 28 |
|
|
2022
Q3 | $1.25M | Hold |
68,480
| – | – | 1% | 27 |
|
|
2022
Q2 | $1.38M | Hold |
68,480
| – | – | 1.04% | 24 |
|
|
2022
Q1 | $1.46M | Hold |
68,480
| – | – | 0.99% | 25 |
|
|
2021
Q4 | $1.38M | Buy |
68,480
+1,455
| +2% | +$28.5K | 0.91% | 25 |
|
|
2021
Q3 | $1.26M | Buy |
67,025
+13,090
| +24% | +$253K | 0.9% | 27 |
|
|
2021
Q2 | $1.04M | Sell |
53,935
-1,895
| -3% | -$36.8K | 0.77% | 26 |
|
|
2021
Q1 | $1.06M | Sell |
55,830
-1,405
| -2% | -$25.6K | 0.83% | 25 |
|
|
2020
Q4 | $1M | Sell |
57,235
-100
| -0.2% | -$1.69K | 0.84% | 24 |
|
|
2020
Q3 | $922K | Buy |
57,335
+1,155
| +2% | +$19.2K | 0.88% | 23 |
|
|
2020
Q2 | $911K | Sell |
56,180
-161,530
| -74% | -$2.61M | 0.94% | 25 |
|
|
2020
Q1 | $3.12M | Buy |
+217,710
| New | +$3.85M | 2.16% | 17 |
|