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
2026 Q1	$386K	Sell	14,205 -2,795	-16%	-$74.4K	0.06%	138
2025 Q4	$414K	Sell	17,000 -2,135	-11%	-$51.9K	0.08%	118
2025 Q3	$469K	Buy	19,135 +40	+0.2%	+$967	0.09%	94
2025 Q2	$447K	Buy	19,095 +10	+0.1%	+$230	0.1%	94
2025 Q1	$462K	Buy	19,085 +265	+1%	+$6.19K	0.11%	81
2024 Q4	$423K	Sell	18,820 -145	-0.8%	-$3.41K	0.12%	86
2024 Q3	$446K	Sell	18,965 -720	-4%	-$16.5K	0.13%	82
2024 Q2	$428K	Buy	19,685 +435	+2%	+$9.47K	0.15%	73
2024 Q1	$424K	Buy	19,250 +750	+4%	+$15.8K	0.15%	70
2023 Q4	$377K	Hold	18,500	–	–	0.15%	70
2023 Q3	$366K	Hold	18,500	–	–	0.19%	57
2023 Q2	$373K	Sell	18,500 -1,455	-7%	-$29.3K	0.17%	57
2023 Q1	$406K	Buy	19,955 +3,240	+19%	+$66.5K	0.2%	52
2022 Q4	$348K	Buy	16,715 +340	+2%	+$6.96K	0.2%	56
2022 Q3	$299K	Buy	16,375 +450	+3%	+$9.09K	0.2%	54
2022 Q2	$320K	Buy	15,925 +4,965	+45%	+$105K	0.2%	52
2022 Q1	$234K	Buy	10,960 +495	+5%	+$10.3K	0.13%	68
2021 Q4	$211K	Buy	+10,465	New	+$205K	0.11%	72