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IDV icon

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

Bellwether 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
2023
Q1 		– Sell
-185
Closed -$5.02K – 508
2022
Q4 		$5.02K Buy
185
+52
+39% +$1.32K ﹤0.01% 309
2022
Q3 		$2K Hold
133
– – ﹤0.01% 389
2022
Q2 		$3K Hold
133
– – ﹤0.01% 315
2022
Q1 		$4K Hold
133
– – ﹤0.01% 383
2021
Q4 		$4K Hold
133
– – ﹤0.01% 418
2021
Q3 		$4K Sell
133
-186
-58% -$5.97K ﹤0.01% 394
2021
Q2 		$10K Buy
319
+186
+140% +$6.13K ﹤0.01% 264
2021
Q1 		$4K Hold
133
– – ﹤0.01% 314
2020
Q4 		$3K Buy
+133
New +$3.64K ﹤0.01% 291

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return