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AWMS
Advocacy Wealth Management Services’s
iShares International Select Dividend ETF
IDV
Stock Holding History
Advocacy Wealth Management Services’s Portfolio
IDV Stock Details
IDV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-2,496
Closed
-$68K
–
137
2022
Q2
$68K
Sell
2,496
-400
-14%
-$12K
0.01%
44
2022
Q1
$93K
Buy
2,896
+250
+9%
+$8K
0.02%
38
2021
Q4
$83K
Hold
2,646
–
–
0.01%
45
2021
Q3
$80K
Hold
2,646
–
–
0.01%
48
2021
Q2
$86K
Buy
2,646
+2,471
+1,412%
+$81.4K
0.02%
52
2021
Q1
$6K
Hold
175
–
–
﹤0.01%
128
2020
Q4
$5K
Buy
+175
New
+$4.78K
﹤0.01%
130
2019
Q4
–
Sell
-115,394
Closed
-$3.55M
–
148
2019
Q3
$3.55M
Buy
115,394
+10,612
+10%
+$320K
2.37%
15
2019
Q2
$3.22M
Buy
104,782
+57,389
+121%
+$1.78M
2.33%
14
2019
Q1
$1.48M
Buy
+47,393
New
+$1.46M
1.61%
16
2018
Q2
–
Sell
-280
Closed
-$9K
–
183
2018
Q1
$9K
Hold
280
–
–
0.01%
147
2017
Q4
$9K
Hold
280
–
–
0.01%
165
2017
Q3
$9K
Hold
280
–
–
﹤0.01%
205
2017
Q2
$9K
Hold
280
–
–
﹤0.01%
197
2017
Q1
$9K
Sell
280
-21
-7%
-$647
﹤0.01%
218
2016
Q4
$9K
Hold
301
–
–
﹤0.01%
211
2016
Q3
$9K
Hold
301
–
–
﹤0.01%
273
2016
Q2
$9K
Sell
301
-14
-4%
-$407
﹤0.01%
302
2016
Q1
$9K
Buy
+315
New
+$8.67K
0.01%
365
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1-Year Est. Return
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1-Year Est. Return
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$15.4B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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