Mission Wealth Management’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
$421K Buy
2025
Q2
$398K Buy
2025
Q1
$410K Buy
2024
Q4
$345K Sell
2024
Q3
$370K Buy
2024
Q2
$291K Sell
2024
Q1
$304K Sell
2023
Q4
$308K Buy
2023
Q3
$239K Hold
2023
Q2
$244K Sell
2023
Q1
$318K Buy