Aprio Wealth Management’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
2024 Q1	–	Sell	-6,686	Closed	-$682K	–	250
2023 Q4	$682K	Buy	6,686 +743	+13%	+$75.8K	0.15%	80
2023 Q3	$588K	Buy	5,943 +3,776	+174%	+$373K	0.16%	73
2023 Q2	$218K	Buy	+2,167	New	+$218K	0.06%	136