ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,424 Value ($000) $416 Avg Close — Range —
Q3 2025
Shares 1,926 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 1,806 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 27,402 Value ($000) $3,319 Avg Close — Range —
Q4 2024
Shares 6,410 Value ($000) $720 Avg Close — Range —
Q3 2024
Shares 2,236 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 61,661 Value ($000) $6,703 Avg Close — Range —
Q1 2024
Shares 59,339 Value ($000) $6,540 Avg Close — Range —
Q4 2023
Shares 69,811 Value ($000) $7,230 Avg Close — Range —
Q3 2023
Shares 57,396 Value ($000) $5,676 Avg Close — Range —
Q2 2023
Shares 50,687 Value ($000) $5,109 Avg Close — Range —
Q1 2023
Shares 50,000 Value ($000) $5,083 Avg Close — Range —
Q3 2021
Shares 74 Value ($000) $7 Avg Close — Range —
Q2 2021
Shares 74 Value ($000) $7 Avg Close — Range —
Q1 2021
Shares 74 Value ($000) $7 Avg Close — Range —
Q4 2020
Shares 74 Value ($000) $6 Avg Close — Range —