Clearstead Trust’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
Q2
$217K Buy
2025
Q1
$222K Buy
2024
Q4
$205K Buy
2024
Q3
$212K Buy
2024
Q2
$194K Buy
2024
Q1
$195K Buy
2023
Q4
$179K Buy
2023
Q3
$170K Hold
2023
Q2
$174K Buy
2023
Q1
$174K Buy
2022
Q4
$176K Buy
2022
Q3
$153K Buy