GeoWealth Management’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
2026
Q1
$2.15M Buy
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$15.8K Buy
2021
Q4
Sell
2021
Q3
$3.06M Buy
2021
Q2
$255K Sell
2021
Q1
$256K Buy
2020
Q4
$224K Buy
2020
Q1
Sell
2019
Q4
$309K Buy