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Atwood & Palmer’s iShares International Select Dividend ETF IDV Stock Holding History

Atwood & Palmer’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
2024
Q2 		– Sell
-275
Closed -$7.71K – 446
2024
Q1 		$7.71K Buy
+275
New +$7.6K ﹤0.01% 324
2021
Q1 		– Sell
-680
Closed -$20K – 442
2020
Q4 		$20K Buy
+680
New +$18.6K ﹤0.01% 277
2017
Q3 		– Sell
-3,400
Closed -$111K – 307
2017
Q2 		$111K Buy
+3,400
New +$110K 0.02% 148

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atwood & Palmer's IDV Position: Q2 2024 in Review

Atwood & Palmer sold out of iShares International Select Dividend ETF (IDV) in Q2 2024, closing a stake of 275 shares — an estimated $7.71K sold.

Atwood & Palmer first reported a position in IDV in Q2 2017 and held it in 3 quarters. The position peaked at $111K in Q2 2017. 427 funds tracked by Wall St. Rank hold IDV as of Q2 2024.

  • Atwood & Palmer reported no remaining iShares International Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Atwood & Palmer sold 275 iShares International Select Dividend ETF shares in Q2 2024, an estimated $7.71K.
  • Atwood & Palmer first reported a position in iShares International Select Dividend ETF in Q2 2017 and held it in 3 quarters.
  • Atwood & Palmer's iShares International Select Dividend ETF position peaked at $111K in Q2 2017.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2024.

Based on Atwood & Palmer's 13F filing for Q2 2024, filed 10 Jul 2024.