Madison Wealth Partners’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
2025
Q2
$447K Buy
2025
Q1
$462K Buy
2024
Q4
$423K Sell
2024
Q3
$446K Sell
2024
Q2
$428K Buy
2024
Q1
$424K Buy
2023
Q4
$377K Hold
2023
Q3
$366K Hold
2023
Q2
$373K Sell
2023
Q1
$406K Buy
2022
Q4
$348K Buy
2022
Q3
$299K Buy
2022
Q2
$320K Buy
2022
Q1
$234K Buy
2021
Q4
$211K Buy