Sage Financial Group’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 | $940K | Hold |
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|
2025
Q1 | $972K | Hold |
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|
2024
Q4 | $900K | Hold |
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|
2024
Q3 | $943K | Hold |
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|
2024
Q2 | $872K | Hold |
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|
2024
Q1 | $884K | Hold |
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|
2023
Q4 | $818K | Hold |
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|
2023
Q3 | $793K | Hold |
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|
2023
Q2 | $808K | Hold |
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|
2023
Q1 | $815K | Hold |
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|
2022
Q4 | $836K | Hold |
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|
2022
Q3 | $732K | Hold |
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|
2022
Q2 | $806K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $459K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $439K | Buy |
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