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

Sovereign Financial Group’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	$667K	Sell
2025 Q2	$649K	Hold
2025 Q1	$671K	Hold
2024 Q4	$622K	Buy
2024 Q3	$535K	Hold
2024 Q2	$494K	Sell
2024 Q1	$514K	Buy
2023 Q4	$464K	Buy
2022 Q4	–	Sell
2022 Q3	$403K	Sell
2022 Q2	$524K	Buy