Symphony Financial’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	$302K	Buy	+2,539	New	+$302K	0.04%	200
2025 Q1	–	Sell	-1,862	Closed	-$215K	–	150
2024 Q4	$215K	Sell	1,862 -105	-5%	-$12.1K	0.03%	213
2024 Q3	$230K	Buy	+1,967	New	+$230K	0.04%	201