Modera Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $361K | Hold |
|
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $375K | Buy |
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