ML
McAdam LLC’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,933
| Closed | -$217K | – | 361 |
|
|
2024
Q4 | $217K | Buy |
+1,933
| New | +$217K | 0.01% | 328 |
|
|
2018
Q4 | – | Sell |
-725
| Closed | -$66K | – | 277 |
|
|
2018
Q3 | $66K | Hold |
725
| – | – | 0.02% | 146 |
|
|
2018
Q2 | $62K | Hold |
725
| – | – | 0.03% | 132 |
|
|
2018
Q1 | $61K | Buy |
+725
| New | +$61K | 0.03% | 135 |
|