Synergy Investment Management’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	–	Sell	-591	Closed	-$71.6K	–	286
2025 Q1	$71.6K	Buy	591 +125	+27%	+$15.1K	0.03%	198
2024 Q4	$52.3K	Buy	+466	New	+$52.3K	0.02%	232