Mather Group’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
Q3
$251K Hold
2025
Q2
$241K Hold
2025
Q1
$249K Hold
2024
Q4
$231K Sell
2024
Q3
$243K Sell
2024
Q2
$294K Buy
2024
Q1
$76.9K Buy
2023
Q3
Sell
2023
Q2
$306K Buy
2019
Q3
Sell
2019
Q2
$424K Buy