Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.06M | Sell |
186,475
-1,690
| -0.9% | -$45K | 1.33% | 26 |
|
|
2025
Q4 | $4.76M | Buy |
188,165
+3,630
| +2% | +$88.3K | 1.07% | 28 |
|
|
2025
Q3 | $4.52M | Buy |
184,535
+3,025
| +2% | +$73.1K | 1.16% | 27 |
|
|
2025
Q2 | $4.25M | Buy |
181,510
+7,835
| +5% | +$181K | 1.21% | 30 |
|
|
2025
Q1 | $4.21M | Buy |
173,675
+1,900
| +1% | +$44.4K | 1.37% | 28 |
|
|
2024
Q4 | $3.86M | Sell |
171,775
-13,435
| -7% | -$316K | 1.26% | 27 |
|
|
2024
Q3 | $4.36M | Buy |
185,210
+37,570
| +25% | +$860K | 1.52% | 22 |
|
|
2024
Q2 | $3.21M | Buy |
147,640
+7,990
| +6% | +$174K | 1.22% | 27 |
|
|
2024
Q1 | $3.08M | Buy |
139,650
+3,190
| +2% | +$67.1K | 1.22% | 25 |
|
|
2023
Q4 | $2.78M | Buy |
136,460
+5,350
| +4% | +$105K | 1.17% | 26 |
|
|
2023
Q3 | $2.59M | Buy |
131,110
+750
| +0.6% | +$15.3K | 1.25% | 26 |
|
|
2023
Q2 | $2.63M | Buy |
130,360
+1,110
| +0.9% | +$22.3K | 1.21% | 26 |
|
|
2023
Q1 | $2.63M | Buy |
129,250
+2,435
| +2% | +$50K | 1.25% | 26 |
|
|
2022
Q4 | $2.64M | Buy |
126,815
+1,815
| +1% | +$37.1K | 1.31% | 27 |
|
|
2022
Q3 | $2.28M | Sell |
125,000
-940
| -0.7% | -$19K | 1.12% | 25 |
|
|
2022
Q2 | $2.53M | Buy |
125,940
+1,990
| +2% | +$42K | 1.21% | 25 |
|
|
2022
Q1 | $2.65M | Sell |
123,950
-2,300
| -2% | -$47.7K | 1.07% | 26 |
|
|
2021
Q4 | $2.55M | Sell |
126,250
-2,435
| -2% | -$47.7K | 0.82% | 29 |
|
|
2021
Q3 | $2.43M | Sell |
128,685
-220
| -0.2% | -$4.26K | 0.83% | 28 |
|
|
2021
Q2 | $2.49M | Sell |
128,905
-955
| -0.7% | -$18.6K | 0.81% | 27 |
|
|
2021
Q1 | $2.46M | Sell |
129,860
-8,835
| -6% | -$161K | 0.93% | 26 |
|
|
2020
Q4 | $2.43M | Sell |
138,695
-4,285
| -3% | -$72.6K | 1.29% | 24 |
|
|
2020
Q3 | $2.3M | Sell |
142,980
-15,645
| -10% | -$260K | 1.32% | 20 |
|
|
2020
Q2 | $2.57M | Sell |
158,625
-14,935
| -9% | -$241K | 1.65% | 19 |
|
|
2020
Q1 | $2.48M | Sell |
173,560
-6,295
| -4% | -$111K | 1.96% | 18 |
|
|
2019
Q4 | $3.53M | Sell |
179,855
-1,920
| -1% | -$36.6K | 2.85% | 14 |
|
|
2019
Q3 | $3.42M | Sell |
181,775
-5,895
| -3% | -$111K | 2.59% | 15 |
|
|
2019
Q2 | $3.55M | Buy |
187,670
+1,440
| +0.8% | +$27K | 2.75% | 13 |
|
|
2019
Q1 | $3.48M | Buy |
186,230
+6,085
| +3% | +$109K | 2.81% | 13 |
|
|
2018
Q4 | $3.04M | Buy |
+180,145
| New | +$3.2M | 3.44% | 10 |
|
Other funds holding HDV
