Montag & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

Montag & Associates’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$58.8K	Hold
2025 Q1	$60.7K	Hold
2024 Q4	$56.3K	Hold
2024 Q3	$59K	Hold
2024 Q2	$54.5K	Buy