Zullo Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
3,750
| – | – | 0.18% | 95 |
|
|
2025
Q1 | $454K | Hold |
3,750
| – | – | 0.19% | 90 |
|
|
2024
Q4 | $421K | Hold |
3,750
| – | – | 0.17% | 95 |
|
|
2024
Q3 | $441K | Hold |
3,750
| – | – | 0.18% | 90 |
|
|
2024
Q2 | $408K | Hold |
3,750
| – | – | 0.18% | 95 |
|
|
2024
Q1 | $413K | Hold |
3,750
| – | – | 0.19% | 94 |
|
|
2023
Q4 | $382K | Hold |
3,750
| – | – | 0.2% | 99 |
|
|
2023
Q3 | $371K | Hold |
3,750
| – | – | 0.22% | 93 |
|
|
2023
Q2 | $378K | Buy |
3,750
+50
| +1% | +$5.04K | 0.22% | 91 |
|
|
2023
Q1 | $376K | Hold |
3,700
| – | – | 0.23% | 89 |
|
|
2022
Q4 | $386K | Hold |
3,700
| – | – | 0.24% | 85 |
|
|
2022
Q3 | $338K | Hold |
3,700
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $372K | Hold |
3,700
| – | – | 0.23% | 83 |
|
|
2022
Q1 | $395K | Hold |
3,700
| – | – | 0.21% | 93 |
|
|
2021
Q4 | $374K | Buy |
+3,700
| New | +$374K | 0.19% | 104 |
|