Zullo Investment Group’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
Q3
$459K Hold
2025
Q2
$439K Hold
2025
Q1
$454K Hold
2024
Q4
$421K Hold
2024
Q3
$441K Hold
2024
Q2
$408K Hold
2024
Q1
$413K Hold
2023
Q4
$382K Hold
2023
Q3
$371K Hold
2023
Q2
$378K Buy
2023
Q1
$376K Hold
2022
Q4
$386K Hold
2022
Q3
$338K Hold
2022
Q2
$372K Hold
2022
Q1
$395K Hold
2021
Q4
$374K Buy