Marshall Financial Group (Maryland)’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	$239K	Buy	2,011 +11	+0.6%	+$1.31K	0.05%	231
2025 Q1	$242K	Hold	2,000	–	–	0.05%	209
2024 Q4	$225K	Hold	2,000	–	–	0.05%	204
2024 Q3	$235K	Hold	2,000	–	–	0.06%	196
2024 Q2	$217K	Buy	+2,000	New	+$217K	0.06%	162