AWM
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Apex Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
16,337
+125
+0.8% +$14.6K 1.54% 20
2025
Q1
$1.96M Buy
16,212
+107
+0.7% +$13K 1.77% 21
2024
Q4
$1.81M Buy
+16,105
New +$1.81M 1.56% 24