American Financial & Tax Strategies’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
$3.61M Buy
30,806
+695
+2% +$81.4K 1.87% 16
2025
Q1
$3.65M Sell
30,111
-2,638
-8% -$320K 1.96% 16
2024
Q4
$3.68M Buy
32,749
+284
+0.9% +$31.9K 1.91% 16
2024
Q3
$3.82M Sell
32,465
-1,171
-3% -$138K 1.94% 16
2024
Q2
$3.66M Buy
33,636
+70
+0.2% +$7.61K 1.93% 17
2024
Q1
$3.7M Buy
33,566
+17
+0.1% +$1.87K 1.99% 18
2023
Q4
$3.42M Buy
+33,549
New +$3.42M 1.96% 17