Stonegate Investment Group’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 | $232K | Hold |
1,980
| – | – | 0.01% | 349 |
|
|
2025
Q1 | $240K | Hold |
1,980
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $222K | Hold |
1,980
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $233K | Hold |
1,980
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $215K | Hold |
1,980
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $218K | Hold |
1,980
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $202K | Buy |
+1,980
| New | +$202K | 0.01% | 286 |
|
|
2023
Q2 | – | Sell |
-1,980
| Closed | -$201K | – | 350 |
|
|
2023
Q1 | $201K | Hold |
1,980
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $206K | Buy |
+1,980
| New | +$206K | 0.01% | 286 |
|