Carson Wealth (CWM LLC)’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.6M | Sell |
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|
2025
Q2 | $14.9M | Buy |
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|
2025
Q1 | $8.05M | Buy |
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|
2024
Q4 | $6.83M | Buy |
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|
2024
Q3 | $6.81M | Buy |
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|
2024
Q2 | $5.86M | Buy |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.55M | Sell |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $5.52M | Sell |
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|
2023
Q1 | $6.49M | Buy |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $1.2M | Hold |
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|
2020
Q2 | $1.2M | Hold |
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|
2020
Q1 | $1.2M | Hold |
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|
2019
Q4 | $1.2M | Hold |
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|
2019
Q3 | $1.2M | Hold |
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|
2019
Q2 | $1.2M | Hold |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $97K | Buy |
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|
2018
Q1 | $99K | Hold |
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|
2017
Q4 | $101K | Hold |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $98K | Hold |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $59K | Sell |
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|
2016
Q3 | $92K | Buy |
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|
2016
Q2 | $57K | Hold |
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|
2016
Q1 | $58K | Buy |
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