Mark Sheptoff Financial Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.3K	Hold	165	–	–	0.01%	272
2025 Q1	$20K	Hold	165	–	–	0.01%	250
2024 Q4	$18.5K	Hold	165	–	–	0.01%	266
2024 Q3	$19.4K	Hold	165	–	–	0.01%	248
2024 Q2	$17.9K	Buy	165 +15	+10%	+$1.63K	0.01%	264
2024 Q1	$16.5K	Hold	150	–	–	0.01%	251
2023 Q4	$15.3K	Hold	150	–	–	0.01%	250
2023 Q3	$14.8K	Hold	150	–	–	0.01%	237
2023 Q2	$15.1K	Hold	150	–	–	0.01%	248
2023 Q1	$15.2K	Hold	150	–	–	0.01%	234
2022 Q4	$15.6K	Hold	150	–	–	0.01%	237
2022 Q3	$14K	Hold	150	–	–	0.01%	232
2022 Q2	$15K	Hold	150	–	–	0.01%	238
2022 Q1	$16K	Hold	150	–	–	0.01%	260
2021 Q4	$15K	Hold	150	–	–	0.01%	279
2021 Q3	$14K	Hold	150	–	–	0.01%	277
2021 Q2	$14K	Hold	150	–	–	0.01%	299
2021 Q1	$14K	Hold	150	–	–	0.01%	261
2020 Q4	$13K	Hold	150	–	–	0.01%	256
2020 Q3	$12K	Hold	150	–	–	0.01%	221
2020 Q2	$12K	Hold	150	–	–	0.01%	243
2020 Q1	$11K	Hold	150	–	–	0.01%	225
2019 Q4	$15K	Hold	150	–	–	0.01%	244
2019 Q3	$14K	Hold	150	–	–	0.01%	245
2019 Q2	$14K	Hold	150	–	–	0.01%	239
2019 Q1	$14K	Hold	150	–	–	0.01%	240
2018 Q4	$13K	Hold	150	–	–	0.01%	220
2018 Q3	$14K	Hold	150	–	–	0.01%	265
2018 Q2	$13K	Hold	150	–	–	0.01%	256
2018 Q1	$13K	Hold	150	–	–	0.01%	262
2017 Q4	$14K	Hold	150	–	–	0.01%	260
2017 Q3	$13K	Hold	150	–	–	0.01%	269
2017 Q2	$12K	Sell	150 -1	-0.7%	-$80	0.01%	267
2017 Q1	$13K	Buy	151 +1	+0.7%	+$86	0.01%	261
2016 Q4	$12K	Hold	150	–	–	0.01%	257
2016 Q3	$12K	Hold	150	–	–	0.01%	252
2016 Q2	$12K	Hold	150	–	–	0.01%	241
2016 Q1	$12K	Hold	150	–	–	0.01%	239
2015 Q4	$11K	Buy	+150	New	+$11K	0.01%	269