Means Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
|
|||||
|
2025
Q1 | $348K | Buy |
|
|||||
|
2024
Q4 | $321K | Sell |
|
|||||
|
2024
Q3 | $339K | Sell |
|
|||||
|
2024
Q2 | $319K | Buy |
|
|||||
|
2024
Q1 | $321K | Sell |
|
|||||
|
2023
Q4 | $338K | Buy |
|
|||||
|
2023
Q3 | $322K | Sell |
|
|||||
|
2023
Q2 | $381K | Buy |
|
|||||
|
2023
Q1 | $381K | Buy |
|
|||||
|
2022
Q4 | $388K | Buy |
|
|||||
|
2022
Q3 | $336K | Buy |
|
|||||
|
2022
Q2 | $365K | Buy |
|
|||||
|
2022
Q1 | $386K | Buy |
|
|||||
|
2021
Q4 | $362K | Buy |
|
|||||
|
2021
Q3 | $335K | Sell |
|
|||||
|
2021
Q2 | $359K | Buy |
|
|||||
|
2021
Q1 | $350K | Sell |
|
|||||
|
2020
Q4 | $360K | Buy |
|
|||||
|
2020
Q3 | $292K | Buy |
|
|||||
|
2020
Q2 | $306K | Sell |
|
|||||
|
2020
Q1 | $291K | Sell |
|
|||||
|
2019
Q4 | $411K | Sell |
|
|||||
|
2019
Q3 | $404K | Buy |
|
|||||
|
2019
Q2 | $397K | Buy |
|
|||||
|
2019
Q1 | $387K | Buy |
|
|||||
|
2018
Q4 | $347K | Buy |
|