Phoenix Wealth Advisors’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
Q2
$212K Sell
2025
Q1
$3.32M Buy
2024
Q4
$720K Buy
2024
Q3
$263K Sell
2024
Q2
$6.7M Buy
2024
Q1
$6.54M Sell
2023
Q4
$7.23M Buy
2023
Q3
$5.68M Buy
2023
Q2
$5.11M Buy
2023
Q1
$5.08M Buy
2021
Q4
Sell
2021
Q3
$7K Hold
2021
Q2
$7K Hold
2021
Q1
$7K Hold
2020
Q4
$6K Buy