Marshall Financial Group (Maryland)’s iShares Core High Dividend ETF HDV Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio HDV Stock Details HDV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Sell
2025 Q2	$239K	Buy
2025 Q1	$242K	Hold
2024 Q4	$225K	Hold
2024 Q3	$235K	Hold
2024 Q2	$217K	Buy