Number of Shares
2,845.00
Current Holdings Value*
$333,400.00
% of Portfolio
0.15%
Total Estimate Gain
$99,283.80
% of Total Estimate Gain
19.24%

Christensen, King & Associates Investment Services, Inc.'s iShares Core High Dividend ETF Holding Summary

As of 2025-06-30, Christensen, King & Associates Investment Services, Inc. held 2,845.00 shares of iShares Core High Dividend ETF(HDV), totaling $333,400.00. This investment constitutes 0.15% of their stock portfolio, and Christensen, King & Associates Investment Services, Inc. now holds 0% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2023Q4. And since then Christensen, King & Associates Investment Services, Inc. has made 4 purchases of HDV, at an average price of $98.67, for a total of 5,229.00 shares. In addition, there have been 2 sales at an average price of $115.34 for 2,384.00 shares. Based on historical transaction data and HDV's current price of $119.60, Christensen, King & Associates Investment Services, Inc.'s estimated gain on his HDV holdings is $99,283.80, reflecting a 19.24% gain to date.

Christensen, King & Associates Investment Services, Inc. HDV ($119.60) Holding Chart

Christensen, King & Associates Investment Services, Inc. HDV ($119.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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