Advisor OS’s iShares Core High Dividend ETF HDV Stock Holding History

Advisor OS’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.23M	Buy
2025 Q1	$6.25M	Buy
2024 Q4	$5.75M	Buy
2024 Q3	$5.74M	Buy
2024 Q2	$5.16M	Sell
2024 Q1	$5.81M	Buy
2023 Q4	$5.03M	Buy
2023 Q3	$4.37M	Buy
2023 Q2	$3.98M	Buy