Madison Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,819
+2
| +0.1% | +$234 | 0.1% | 94 |
|
|
2025
Q1 | $462K | Buy |
3,817
+53
| +1% | +$6.42K | 0.11% | 81 |
|
|
2024
Q4 | $423K | Sell |
3,764
-29
| -0.8% | -$3.26K | 0.12% | 86 |
|
|
2024
Q3 | $446K | Sell |
3,793
-144
| -4% | -$16.9K | 0.13% | 82 |
|
|
2024
Q2 | $428K | Buy |
3,937
+87
| +2% | +$9.46K | 0.15% | 73 |
|
|
2024
Q1 | $424K | Buy |
3,850
+150
| +4% | +$16.5K | 0.15% | 70 |
|
|
2023
Q4 | $377K | Hold |
3,700
| – | – | 0.15% | 70 |
|
|
2023
Q3 | $366K | Hold |
3,700
| – | – | 0.19% | 57 |
|
|
2023
Q2 | $373K | Sell |
3,700
-291
| -7% | -$29.3K | 0.17% | 57 |
|
|
2023
Q1 | $406K | Buy |
3,991
+648
| +19% | +$65.9K | 0.2% | 52 |
|
|
2022
Q4 | $348K | Buy |
3,343
+68
| +2% | +$7.09K | 0.2% | 56 |
|
|
2022
Q3 | $299K | Buy |
3,275
+90
| +3% | +$8.22K | 0.2% | 54 |
|
|
2022
Q2 | $320K | Buy |
3,185
+993
| +45% | +$99.8K | 0.2% | 52 |
|
|
2022
Q1 | $234K | Buy |
2,192
+99
| +5% | +$10.6K | 0.13% | 68 |
|
|
2021
Q4 | $211K | Buy |
+2,093
| New | +$211K | 0.11% | 72 |
|