WIA
World Investment Advisors’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 | $3.04M | Sell |
25,931
-208
| -0.8% | -$24.4K | 0.07% | 295 |
|
2025
Q1 | $3.17M | Sell |
26,139
-2,054
| -7% | -$249K | 0.08% | 273 |
|
2024
Q4 | $3.16M | Sell |
28,193
-1,856
| -6% | -$208K | 0.09% | 261 |
|
2024
Q3 | $3.53M | Buy |
+30,049
| New | +$3.53M | 0.11% | 209 |
|
2022
Q4 | – | Sell |
-5,097
| Closed | -$465K | – | 253 |
|
2022
Q3 | $465K | Sell |
5,097
-7,826
| -61% | -$714K | 0.11% | 139 |
|
2022
Q2 | $1.33M | Buy |
+12,923
| New | +$1.33M | 0.28% | 58 |
|