Roxbury Financial’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
$41.5K Buy
354
+2
+0.6% +$234 0.04% 191
2025
Q1
$42.5K Buy
352
+2
+0.6% +$241 0.04% 180
2024
Q4
$42.5K Buy
+350
New +$42.5K 0.04% 176