Compass Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Hold
2,843
0.16% 39
2025
Q1
$344K Hold
2,843
0.18% 34
2024
Q4
$319K Buy
+2,843
New +$319K 0.18% 32