Wealth Enhancement Advisory Services
HDV

Wealth Enhancement Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$30M Sell
1,118,230
-215,535
-16% -$5.74M 0.07% 285
2025
Q4 		$32.5M Buy
1,333,765
+37,965
+3% +$923K 0.04% 345
2025
Q3 		$31.7M Buy
1,295,800
+47,695
+4% +$1.15M 0.05% 326
2025
Q2 		$29.8M Sell
1,248,105
-50,235
-4% -$1.16M 0.05% 316
2025
Q1 		$31.5M Sell
1,298,340
-44,325
-3% -$1.04M 0.06% 294
2024
Q4 		$30.1M Buy
1,342,665
+113,300
+9% +$2.66M 0.06% 291
2024
Q3 		$28.9M Sell
1,229,365
-2,420
-0.2% -$55.4K 0.06% 288
2024
Q2 		$26.8M Sell
1,231,785
-660
-0.1% -$14.4K 0.06% 281
2024
Q1 		$27.2M Buy
1,232,445
+46,100
+4% +$969K 0.07% 261
2023
Q4 		$24.2M Sell
1,186,345
-15,785
-1% -$311K 0.07% 267
2023
Q3 		$23.8M Buy
+1,202,130
New +$24.6M 0.08% 244

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