Waverly Advisors’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 | $20.6M | Sell |
|
|||||
|
2025
Q1 | $21.3M | Sell |
|
|||||
|
2024
Q4 | $22.3M | Sell |
|
|||||
|
2024
Q3 | $23.9M | Buy |
|
|||||
|
2024
Q2 | $19.9M | Sell |
|
|||||
|
2024
Q1 | $21.1M | Buy |
|
|||||
|
2023
Q4 | $18.2M | Sell |
|
|||||
|
2023
Q3 | $18.7M | Sell |
|
|||||
|
2023
Q2 | $21.7M | Sell |
|
|||||
|
2023
Q1 | $25.4M | Sell |
|
|||||
|
2022
Q4 | $29.1M | Buy |
|
|||||
|
2022
Q3 | $23.3M | Buy |
|
|||||
|
2022
Q2 | $3.19M | Buy |
|