Mount Yale Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,087	Closed	-$347K	–	543
2024 Q4	$347K	Buy	+3,087	New	+$347K	0.03%	406
2022 Q4	–	Sell	-10,170	Closed	-$928K	–	471
2022 Q3	$928K	Sell	10,170 -1,796	-15%	-$164K	0.12%	176
2022 Q2	$1.2M	Buy	+11,966	New	+$1.2M	0.15%	152