AWG
IDV icon

Altus Wealth Group’s iShares International Select Dividend ETF IDV Stock Holding History

Altus Wealth Group’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
2021
Q2 		– Sell
-725
Closed -$24K – 135
2021
Q1 		$24K Hold
725
– – 0.02% 136
2020
Q4 		$21K Buy
+725
New +$19.8K 0.02% 358

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altus Wealth Group's IDV Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 725 shares — an estimated $24K sold.

Altus Wealth Group first reported a position in IDV in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 421 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 725 iShares International Select Dividend ETF shares in Q2 2021, an estimated $24K.
  • Altus Wealth Group first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares International Select Dividend ETF position peaked at $24K in Q1 2021.
  • 421 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.