BWM
IDLV icon

Brown Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Brown Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Sell
12,433
-5
-0% -$175 0.11% 79
2025
Q4 		$422K Hold
12,438
– – 0.11% 74
2025
Q3 		$417K Sell
12,438
-25
-0.2% -$839 0.12% 74
2025
Q2 		$413K Sell
12,463
-1,139
-8% -$36.4K 0.13% 72
2025
Q1 		$412K Sell
13,602
-754
-5% -$22.1K 0.14% 67
2024
Q4 		$399K Sell
14,356
-8,177
-36% -$237K 0.14% 58
2024
Q3 		$685K Sell
22,533
-1,198
-5% -$34.9K 0.25% 47
2024
Q2 		$648K Sell
23,731
-417
-2% -$11.6K 0.26% 48
2024
Q1 		$678K Hold
24,148
– – 0.28% 45
2023
Q4 		$680K Sell
24,148
-224
-0.9% -$5.96K 0.3% 46
2023
Q3 		$636K Sell
24,372
-27,631
-53% -$750K 0.3% 44
2023
Q2 		$1.42M Buy
+52,003
New +$1.45M 0.74% 33

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return