Rothschild Investment LLC’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
Q2
$83.2K Hold
710
0.01% 680
2025
Q1
$86K Hold
710
0.01% 664
2024
Q4
$79.7K Hold
710
0.01% 691
2024
Q3
$83.5K Hold
710
0.01% 685
2024
Q2
$77.2K Hold
710
0.01% 678
2024
Q1
$78.2K Hold
710
0.01% 644
2023
Q4
$72.4K Buy
+710
New +$72.4K 0.01% 601