Van Hulzen Asset Management’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
Q2 | $914K | Sell |
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|
2025
Q1 | $949K | Hold |
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|
2024
Q4 | $879K | Sell |
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|
2024
Q3 | $922K | Sell |
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|
2024
Q2 | $873K | Sell |
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|
2024
Q1 | $889K | Sell |
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|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $919K | Sell |
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|
2023
Q2 | $959K | Sell |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $941K | Sell |
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|
2021
Q4 | $890K | Buy |
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|
2021
Q3 | $763K | Buy |
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|
2021
Q2 | $735K | Hold |
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|
2021
Q1 | $723K | Hold |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $401K | Hold |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $386K | Hold |
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|
2019
Q1 | $381K | Hold |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $397K | Hold |
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|
2018
Q2 | $373K | Buy |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $448K | Sell |
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|
2017
Q3 | $441K | Buy |
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