Sterling Investment Advisors (Missouri)’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 | $290K | Sell |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $201K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $203K | Buy |
|