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Milestone Asset Management Group’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
2,037
+8
+0.4% +$937 0.18% 91
2025
Q1
$246K Sell
2,029
-75
-4% -$9.09K 0.22% 82
2024
Q4
$236K Buy
+2,104
New +$236K 0.21% 86