ARS Wealth Advisors Group’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$342K Buy
2025
Q1
$353K Buy
2024
Q4
$327K Sell
2024
Q3
$343K Buy
2024
Q2
$316K Sell
2024
Q1
$436K Buy
2023
Q4
$333K Buy
2023
Q3
$299K Sell
2023
Q2
$362K Hold
2023
Q1
$365K Hold
2022
Q4
$374K Sell
2022
Q3
$536K Hold
2022
Q2
$589K Buy
2022
Q1
$626K Buy
2021
Q4
$589K Sell
2021
Q3
$553K Buy