Shira Ridge 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
Q3 | $347K | Sell |
|
|||||
|
2025
Q2 | $379K | Sell |
|
|||||
|
2025
Q1 | $432K | Sell |
|
|||||
|
2024
Q4 | $417K | Sell |
|
|||||
|
2024
Q3 | $695K | Sell |
|
|||||
|
2024
Q2 | $1.82M | Sell |
|
|||||
|
2024
Q1 | $2.15M | Sell |
|
|||||
|
2023
Q4 | $3.91M | Sell |
|
|||||
|
2023
Q3 | $8.71M | Sell |
|
|||||
|
2023
Q2 | $9.47M | Buy |
|
|||||
|
2023
Q1 | $9.16M | Buy |
|
|||||
|
2022
Q4 | $8.57M | Buy |
|