Evelyn Partners Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Evelyn Partners Asset Management’s Portfolio HDV Stock Details HDV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$405K	Hold
2025 Q2	$387K	Sell
2025 Q1	$800K	Hold
2024 Q4	$742K	Buy