KFG
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Kelly Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Kelly Financial Group’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
1,862
-1,042
-36% -$122K 0.06% 78
2025
Q1 		$352K Hold
2,904
– – 0.11% 58
2024
Q4 		$326K Buy
+2,904
New +$326K 0.12% 53