TSMHT
HDV

Thurston Springer Miller Herd & Titak’s iShares Core High Dividend ETF HDV Stock Holding History

Thurston Springer Miller Herd & Titak’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
2026
Q2 		$167K Sell
6,085
-995
-14% -$27.1K 0.06% 273
2026
Q1 		$192K Buy
7,080
+385
+6% +$10.2K 0.08% 260
2025
Q4 		$163K Buy
+6,695
New +$163K 0.06% 277
2025
Q3 		– Sell
-3,315
Closed -$77.8K – 900
2025
Q2 		$77.8K Buy
3,315
+10
+0.3% +$230 0.01% 554
2025
Q1 		$80.1K Buy
3,305
+1,130
+52% +$26.4K 0.01% 508
2024
Q4 		$48.9K Buy
2,175
+485
+29% +$11.4K 0.01% 543
2024
Q3 		$39.8K Sell
1,690
-185
-10% -$4.24K 0.01% 624
2024
Q2 		$40.8K Buy
+1,875
New +$40.8K 0.01% 599

Other funds holding HDV

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return