Helium Advisors’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
$623K Buy
5,318
+24
+0.5% +$2.81K 0.39% 45
2025
Q1
$641K Sell
5,294
-131
-2% -$15.9K 0.47% 37
2024
Q4
$609K Buy
+5,425
New +$609K 0.48% 39