Signature Estate & Investment Advisors’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
$1.03M Buy
8,829
+12
+0.1% +$1.41K 0.02% 231
2025
Q1
$1.07M Buy
8,817
+18
+0.2% +$2.18K 0.03% 206
2024
Q4
$988K Buy
8,799
+26
+0.3% +$2.92K 0.02% 221
2024
Q3
$1.03M Sell
8,773
-13
-0.1% -$1.53K 0.02% 200
2024
Q2
$955K Buy
+8,786
New +$955K 0.02% 205
2018
Q1
Sell
-1,179
Closed -$106K 155
2017
Q4
$106K Buy
+1,179
New +$106K 0.01% 156