Number of Shares
45,637.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
24.06%

Maltin Wealth Management, Inc.'s iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, Maltin Wealth Management, Inc. held 45,637.00 shares of iShares Core High Dividend ETF(HDV), totaling $5.53 Mil. This investment constitutes 2.6% of their stock portfolio, and Maltin Wealth Management, Inc. now holds 0.05% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2020Q3. And since then Maltin Wealth Management, Inc. has made 12 purchases of HDV, at an average price of $91.84, for a total of 68,429.00 shares. In addition, there have been 7 sales at an average price of $102.59 for 22,792.00 shares. Based on historical transaction data and HDV's current price of $119.60, Maltin Wealth Management, Inc.'s estimated gain on his HDV holdings is $1.51 Mil, reflecting a 24.06% gain to date.

Maltin Wealth Management, Inc. HDV ($119.60) Holding Chart

Maltin Wealth Management, Inc. HDV ($119.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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