Sagespring Wealth Partners’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
$2.25M Sell
19,174
-153
-0.8% -$17.9K 0.05% 164
2025
Q1
$2.34M Sell
19,327
-279
-1% -$33.8K 0.06% 142
2024
Q4
$2.2M Buy
+19,606
New +$2.2M 0.06% 137