Cascade Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Cascade Financial Partners’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 Q3	$218K	Hold
2025 Q2	$209K	Hold
2025 Q1	$216K	Sell
2024 Q4	$256K	Hold
2024 Q3	$271K	Hold
2024 Q2	$248K	Hold
2024 Q1	$244K	Buy