SVB Wealth’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 | – | Sell |
-13
| Closed | -$1.58K | – | 996 |
|
|
2025
Q1 | $1.58K | Buy |
+13
| New | +$1.58K | ﹤0.01% | 1278 |
|
|
2023
Q3 | – | Sell |
-6,141
| Closed | -$619K | – | 894 |
|
|
2023
Q2 | $619K | Hold |
6,141
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $624K | Buy |
6,141
+183
| +3% | +$18.6K | 0.01% | 487 |
|
|
2022
Q4 | $621K | Sell |
5,958
-1,612
| -21% | -$168K | 0.01% | 507 |
|
|
2022
Q3 | $691K | Buy |
+7,570
| New | +$691K | 0.01% | 445 |
|