Beverly Hills Private Wealth’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
Q1
Sell
2024
Q4
$305K Buy
2024
Q1
Sell
2023
Q4
$2.16M Buy
2023
Q1
Sell
2022
Q4
$566K Buy