BWM
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Bernard Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bernard Wealth Management’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.05K Hold
26
– – ﹤0.01% 250
2025
Q1 		$3.15K Hold
26
– – ﹤0.01% 278
2024
Q4 		$2.92K Buy
+26
New +$2.92K ﹤0.01% 255