Schwarz Dygos Wheeler Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$254K	Hold
2025 Q2	$243K	Buy
2025 Q1	$235K	Hold
2024 Q4	$218K	Hold
2024 Q3	$229K	Hold
2024 Q2	$211K	Sell
2024 Q1	$214K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Buy
2021 Q4	$201K	Buy