ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 74,187 Value ($000) $9,022 Avg Close Range
Q3 2025
Shares 73,115 Value ($000) $8,953 Avg Close Range
Q2 2025
Shares 71,852 Value ($000) $8,419 Avg Close Range
Q1 2025
Shares 70,672 Value ($000) $8,560 Avg Close Range
Q4 2024
Shares 70,183 Value ($000) $7,879 Avg Close Range
Q3 2024
Shares 68,912 Value ($000) $8,105 Avg Close Range
Q2 2024
Shares 68,447 Value ($000) $7,440 Avg Close Range
Q1 2024
Shares 68,475 Value ($000) $7,547 Avg Close Range
Q4 2023
Shares 66,394 Value ($000) $6,771 Avg Close Range
Q3 2023
Shares 64,450 Value ($000) $6,373 Avg Close Range
Q2 2023
Shares 63,865 Value ($000) $6,437 Avg Close Range
Q1 2023
Shares 62,467 Value ($000) $6,350 Avg Close Range
Q4 2022
Shares 60,491 Value ($000) $6,306 Avg Close Range
Q3 2022
Shares 53,894 Value ($000) $4,920 Avg Close Range
Q2 2022
Shares 51,500 Value ($000) $5,172 Avg Close Range
Q1 2022
Shares 48,652 Value ($000) $5,200 Avg Close Range
Q4 2021
Shares 46,397 Value ($000) $4,686 Avg Close Range
Q3 2021
Shares 39,908 Value ($000) $3,762 Avg Close Range
Q2 2021
Shares 36,620 Value ($000) $3,535 Avg Close Range
Q1 2021
Shares 3,028,028 Value ($000) $32 Avg Close Range
Q4 2020
Shares 19,910 Value ($000) $1,745 Avg Close Range
Q3 2020
Shares 18,099 Value ($000) $1,457 Avg Close Range
Q2 2020
Shares 21,457 Value ($000) $1,741 Avg Close Range
Q1 2020
Shares 16,100 Value ($000) $1,152 Avg Close Range
Q4 2019
Shares 7,378 Value ($000) $724 Avg Close Range