Wealth Enhancement Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Sell |
249,621
-10,047
| -4% | -$1.2M | 0.05% | 316 |
|
|
2025
Q1 | $31.5M | Sell |
259,668
-8,865
| -3% | -$1.07M | 0.06% | 294 |
|
|
2024
Q4 | $30.1M | Buy |
268,533
+22,660
| +9% | +$2.54M | 0.06% | 291 |
|
|
2024
Q3 | $28.9M | Sell |
245,873
-484
| -0.2% | -$56.9K | 0.06% | 288 |
|
|
2024
Q2 | $26.8M | Sell |
246,357
-132
| -0.1% | -$14.3K | 0.06% | 281 |
|
|
2024
Q1 | $27.2M | Buy |
246,489
+9,220
| +4% | +$1.02M | 0.07% | 261 |
|
|
2023
Q4 | $24.2M | Sell |
237,269
-3,157
| -1% | -$322K | 0.07% | 267 |
|
|
2023
Q3 | $23.8M | Buy |
+240,426
| New | +$23.8M | 0.08% | 244 |
|