Summit Wealth & Retirement Planning’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 | $495K | Buy |
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|
2025
Q2 | $471K | Hold |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $450K | Sell |
|
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $424K | Hold |
|
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $509K | Sell |
|
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $571K | Buy |
|
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|
2023
Q1 | $532K | Buy |
|
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $452K | Buy |
|