CAWM
Capital Advisors Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
184,141
+79,657
| +76% | +$2.75M | 1% | 23 |
|
|
2025
Q1 | $3.24M | Buy |
+104,484
| New | +$3.24M | 0.57% | 42 |
|
|
2022
Q2 | – | Sell |
-7,061
| Closed | -$224K | – | 121 |
|
|
2022
Q1 | $224K | Sell |
7,061
-2,597
| -27% | -$82.4K | 0.07% | 111 |
|
|
2021
Q4 | $301K | Sell |
9,658
-5,197
| -35% | -$162K | 0.09% | 93 |
|
|
2021
Q3 | $452K | Buy |
14,855
+1,274
| +9% | +$38.8K | 0.16% | 70 |
|
|
2021
Q2 | $440K | Buy |
13,581
+6,951
| +105% | +$225K | 0.16% | 64 |
|
|
2021
Q1 | $209K | Buy |
+6,630
| New | +$209K | 0.09% | 87 |
|