Goldstone Financial Group’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	$2.69M	Sell	99,060 -2,685	-3%	-$71.5K	0.29%	65
2025 Q4	$2.47M	Sell	101,745 -2,540	-2%	-$61.8K	0.28%	67
2025 Q3	$2.55M	Buy	104,285 +2,585	+3%	+$62.5K	0.3%	61
2025 Q2	$2.42M	Buy	101,700 +380	+0.4%	+$8.76K	0.32%	59
2025 Q1	$2.45M	Sell	101,320 -10,480	-9%	-$245K	0.37%	58
2024 Q4	$2.51M	Buy	111,800 +12,035	+12%	+$283K	0.39%	56
2024 Q3	$2.35M	Sell	99,765 -125	-0.1%	-$2.86K	0.41%	53
2024 Q2	$2.17M	Buy	99,890 +28,005	+39%	+$610K	0.44%	50
2024 Q1	$1.58M	Buy	71,885 +4,230	+6%	+$88.9K	0.36%	50
2023 Q4	$1.38M	Sell	67,655 -48,285	-42%	-$951K	0.36%	52
2023 Q3	$2.29M	Buy	115,940 +27,950	+32%	+$572K	0.68%	35
2023 Q2	$1.77M	Buy	87,990 +31,675	+56%	+$638K	0.52%	38
2023 Q1	$1.14M	Buy	+56,315	New	+$1.16M	0.38%	46