Steel Grove Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.76M Buy
2024
Q3
$238K Sell
2024
Q2
$262K Sell
2024
Q1
$622K Sell
2023
Q4
$8.5M Buy
2023
Q3
$2.1M Sell
2023
Q2
$2.15M Buy
2023
Q1
$1.68M Sell
2022
Q4
$9.94M Buy