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Oxford Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Oxford Financial Group’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$97.8K Sell
835
-700
-46% -$82K 0.01% 225
2025
Q1 		$186K Hold
1,535
– – 0.01% 212
2024
Q4 		$172K Buy
+1,535
New +$172K 0.01% 245