Genesis Private Wealth’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	$949K	Sell	8,097 -101	-1%	-$11.8K	0.45%	36
2025 Q1	$993K	Sell	8,198 -7,816	-49%	-$947K	0.53%	34
2024 Q4	$1.8M	Buy	+16,014	New	+$1.8M	0.99%	31