Kingswood Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Kingswood Wealth Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.02M	Buy
2025 Q2	$512K	Sell
2025 Q1	$544K	Sell
2024 Q4	$606K	Sell
2024 Q3	$1.76M	Buy
2024 Q2	$457K	Sell
2024 Q1	$486K	Sell
2023 Q4	$489K	Buy
2023 Q3	$444K	Buy