Independent Wealth Network’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	–	Sell	-22,770	Closed	-$554K	–	317
2025 Q4	$554K	Buy	22,770 +310	+1%	+$7.54K	0.17%	136
2025 Q3	$550K	Buy	22,460 +1,085	+5%	+$26.2K	0.18%	139
2025 Q2	$501K	Sell	21,375 -25	-0.1%	-$576	0.18%	140
2025 Q1	$518K	Buy	21,400 +360	+2%	+$8.41K	0.21%	124
2024 Q4	$472K	Buy	21,040 +2,460	+13%	+$57.8K	0.19%	132
2024 Q3	$437K	Sell	18,580 -955	-5%	-$21.9K	0.19%	130
2024 Q2	$425K	Sell	19,535 -5,830	-23%	-$127K	0.2%	131
2024 Q1	$559K	Sell	25,365 -22,765	-47%	-$479K	0.26%	103
2023 Q4	$982K	Sell	48,130 -15,445	-24%	-$304K	0.52%	47
2023 Q3	$1.26M	Buy	63,575 +580	+0.9%	+$11.9K	0.77%	31
2023 Q2	$1.27M	Buy	62,995 +15,295	+32%	+$308K	0.76%	29
2023 Q1	$970K	Buy	47,700 +8,890	+23%	+$182K	0.62%	37
2022 Q4	$809K	Buy	38,810 +17,350	+81%	+$355K	0.55%	38
2022 Q3	$392K	Buy	21,460 +5,630	+36%	+$114K	0.31%	84
2022 Q2	$318K	Buy	+15,830	New	+$334K	0.23%	119