Shira Ridge Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
3,236
-327
| -9% | -$38.3K | 0.17% | 54 |
|
|
2025
Q1 | $432K | Sell |
3,563
-148
| -4% | -$17.9K | 0.22% | 52 |
|
|
2024
Q4 | $417K | Sell |
3,711
-2,198
| -37% | -$247K | 0.2% | 53 |
|
|
2024
Q3 | $695K | Sell |
5,909
-10,845
| -65% | -$1.28M | 0.35% | 45 |
|
|
2024
Q2 | $1.82M | Sell |
16,754
-2,773
| -14% | -$301K | 1.01% | 23 |
|
|
2024
Q1 | $2.15M | Sell |
19,527
-18,822
| -49% | -$2.07M | 1.23% | 23 |
|
|
2023
Q4 | $3.91M | Sell |
38,349
-49,768
| -56% | -$5.08M | 2.35% | 11 |
|
|
2023
Q3 | $8.71M | Sell |
88,117
-5,850
| -6% | -$579K | 5.73% | 4 |
|
|
2023
Q2 | $9.47M | Buy |
93,967
+3,836
| +4% | +$387K | 5.94% | 4 |
|
|
2023
Q1 | $9.16M | Buy |
90,131
+7,950
| +10% | +$808K | 6.05% | 4 |
|
|
2022
Q4 | $8.57M | Buy |
+82,181
| New | +$8.57M | 5.9% | 3 |
|