Carson Wealth (CWM LLC)’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 | $14.9M | Buy |
432,992
+173,596
| +67% | +$5.99M | 0.05% | 304 |
|
|
2025
Q1 | $8.05M | Buy |
259,396
+9,953
| +4% | +$309K | 0.03% | 400 |
|
|
2024
Q4 | $6.83M | Buy |
249,443
+24,269
| +11% | +$665K | 0.03% | 407 |
|
|
2024
Q3 | $6.81M | Buy |
225,174
+13,481
| +6% | +$408K | 0.03% | 381 |
|
|
2024
Q2 | $5.86M | Buy |
211,693
+32,325
| +18% | +$895K | 0.03% | 387 |
|
|
2024
Q1 | $5.03M | Buy |
179,368
+16,620
| +10% | +$466K | 0.02% | 418 |
|
|
2023
Q4 | $4.56M | Sell |
162,748
-18,624
| -10% | -$521K | 0.02% | 411 |
|
|
2023
Q3 | $4.61M | Sell |
181,372
-28,158
| -13% | -$715K | 0.03% | 372 |
|
|
2023
Q2 | $5.52M | Sell |
209,530
-26,593
| -11% | -$700K | 0.03% | 323 |
|
|
2023
Q1 | $6.49M | Buy |
236,123
+100,684
| +74% | +$2.77M | 0.04% | 275 |
|
|
2022
Q4 | $3.68M | Buy |
135,439
+9,034
| +7% | +$245K | 0.03% | 353 |
|
|
2022
Q3 | $2.85M | Buy |
126,405
+33,095
| +35% | +$746K | 0.02% | 364 |
|
|
2022
Q2 | $2.53M | Buy |
93,310
+22,971
| +33% | +$624K | 0.02% | 377 |
|
|
2022
Q1 | $2.23M | Buy |
70,339
+15,209
| +28% | +$483K | 0.02% | 393 |
|
|
2021
Q4 | $1.72M | Buy |
+55,130
| New | +$1.72M | 0.01% | 465 |
|
|
2021
Q2 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2021
Q1 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2020
Q4 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2020
Q3 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2020
Q2 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2020
Q1 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2019
Q4 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2019
Q3 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $1.2M | Hold |
37,005
| – | – | 0.01% | 538 |
|
|
2019
Q1 | $1.2M | Buy |
37,005
+34,005
| +1,134% | +$1.1M | 0.01% | 538 |
|
|
2018
Q4 | $86K | Hold |
3,000
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $98K | Sell |
3,000
-11
| -0.4% | -$359 | ﹤0.01% | 624 |
|
|
2018
Q2 | $97K | Buy |
3,011
+11
| +0.4% | +$354 | ﹤0.01% | 522 |
|
|
2018
Q1 | $99K | Hold |
3,000
| – | – | ﹤0.01% | 440 |
|
|
2017
Q4 | $101K | Hold |
3,000
| – | – | ﹤0.01% | 429 |
|
|
2017
Q3 | $101K | Hold |
3,000
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $98K | Hold |
3,000
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $94K | Buy |
3,000
+1,000
| +50% | +$31.3K | 0.01% | 367 |
|
|
2016
Q4 | $59K | Sell |
2,000
-1,070
| -35% | -$31.6K | ﹤0.01% | 424 |
|
|
2016
Q3 | $92K | Buy |
3,070
+1,070
| +54% | +$32.1K | 0.01% | 344 |
|
|
2016
Q2 | $57K | Hold |
2,000
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $58K | Buy |
+2,000
| New | +$58K | 0.01% | 327 |
|