Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
503,510
+11,450
| +2% | +$305K | 0.11% | 94 |
|
|
2025
Q4 | $12M | Buy |
492,060
+5,585
| +1% | +$136K | 0.1% | 104 |
|
|
2025
Q3 | $11.9M | Buy |
486,475
+24,575
| +5% | +$594K | 0.06% | 105 |
|
|
2025
Q2 | $10.8M | Buy |
461,900
+12,350
| +3% | +$285K | 0.06% | 105 |
|
|
2025
Q1 | $10.9M | Buy |
449,550
+25,735
| +6% | +$602K | 0.07% | 105 |
|
|
2024
Q4 | $9.52M | Buy |
423,815
+16,295
| +4% | +$383K | 0.09% | 100 |
|
|
2024
Q3 | $9.59M | Buy |
407,520
+8,485
| +2% | +$194K | 0.1% | 106 |
|
|
2024
Q2 | $8.68M | Sell |
399,035
-4,885
| -1% | -$106K | 0.11% | 86 |
|
|
2024
Q1 | $8.9M | Sell |
403,920
-10,925
| -3% | -$230K | 0.12% | 82 |
|
|
2023
Q4 | $8.46M | Sell |
414,845
-19,130
| -4% | -$377K | 0.12% | 81 |
|
|
2023
Q3 | $8.58M | Buy |
433,975
+11,680
| +3% | +$239K | 0.14% | 72 |
|
|
2023
Q2 | $8.51M | Sell |
422,295
-98,495
| -19% | -$1.98M | 0.14% | 75 |
|
|
2023
Q1 | $10.6M | Sell |
520,790
-7,075
| -1% | -$145K | 0.18% | 64 |
|
|
2022
Q4 | $11M | Buy |
527,865
+29,025
| +6% | +$594K | 0.2% | 64 |
|
|
2022
Q3 | $9.11M | Sell |
498,840
-30,935
| -6% | -$625K | 0.19% | 68 |
|
|
2022
Q2 | $10.6M | Buy |
529,775
+254,445
| +92% | +$5.37M | 0.22% | 58 |
|
|
2022
Q1 | $5.89M | Buy |
275,330
+117,720
| +75% | +$2.44M | 0.13% | 68 |
|
|
2021
Q4 | $3.18M | Sell |
157,610
-67,545
| -30% | -$1.32M | 0.07% | 104 |
|
|
2021
Q3 | $4.25M | Buy |
225,155
+74,385
| +49% | +$1.44M | 0.09% | 102 |
|
|
2021
Q2 | $2.91M | Buy |
150,770
+17,360
| +13% | +$337K | 0.08% | 92 |
|
|
2021
Q1 | $2.53M | Sell |
133,410
-1,485
| -1% | -$27.1K | 0.06% | 150 |
|
|
2020
Q4 | $2.37M | Buy |
134,895
+54,525
| +68% | +$924K | 0.07% | 121 |
|
|
2020
Q3 | $1.29M | Sell |
80,370
-950
| -1% | -$15.8K | 0.08% | 109 |
|
|
2020
Q2 | $1.32M | Sell |
81,320
-44,750
| -35% | -$723K | 0.09% | 95 |
|
|
2020
Q1 | $1.8M | Sell |
126,070
-24,930
| -17% | -$440K | 0.08% | 136 |
|
|
2019
Q4 | $2.96M | Sell |
151,000
-13,670
| -8% | -$261K | 0.22% | 33 |
|
|
2019
Q3 | $3.1M | Buy |
164,670
+73,175
| +80% | +$1.38M | 0.25% | 26 |
|
|
2019
Q2 | $1.73M | Buy |
+91,495
| New | +$1.72M | 0.15% | 27 |
|
Other funds holding HDV
