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Shum Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Shum Financial Group’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$398K Buy
3,286
+35
+1% +$4.24K 0.34% 70
2024
Q4 		$365K Buy
3,251
+157
+5% +$17.6K 0.32% 71
2024
Q3 		$369K Buy
+3,094
New +$369K 0.31% 71