Spire 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 | $546K | Hold |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $722K | Sell |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $308K | Buy |
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