Cape Investment Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

Cape Investment Advisory’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.85K	Hold
2025 Q1	$8.12K	Hold
2024 Q4	$7.52K	Sell
2024 Q3	$10.7K	Buy
2024 Q2	$7.28K	Hold
2024 Q1	$7.38K	Hold
2023 Q4	$6.83K	Hold
2023 Q3	$6.63K	Hold
2023 Q2	$6.75K	Hold
2023 Q1	$6.81K	Buy