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Amplius Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-350
Closed -$10K – 501
2021
Q4 		$10K Buy
+350
New +$10.8K ﹤0.01% 610

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Amplius Wealth Advisors's IDV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2022, closing a stake of 350 shares — an estimated $10K sold.

Amplius Wealth Advisors first reported a position in IDV in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 456 funds tracked by Wall St. Rank hold IDV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 350 iShares International Select Dividend ETF shares in Q1 2022, an estimated $10K.
  • Amplius Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares International Select Dividend ETF position peaked at $10K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.