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CBIZ Investment Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

CBIZ Investment Advisory Services’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
2024
Q2 		– Sell
-300
Closed -$8.41K – 410
2024
Q1 		$8.41K Buy
+300
New +$8.29K ﹤0.01% 263

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CBIZ Investment Advisory Services's IDV Position: Q2 2024 in Review

CBIZ Investment Advisory Services sold out of iShares International Select Dividend ETF (IDV) in Q2 2024, closing a stake of 300 shares — an estimated $8.41K sold.

CBIZ Investment Advisory Services first reported a position in IDV in Q1 2024 and held it in 1 quarter. The position peaked at $8.41K in Q1 2024. 427 funds tracked by Wall St. Rank hold IDV as of Q2 2024.

  • CBIZ Investment Advisory Services reported no remaining iShares International Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 300 iShares International Select Dividend ETF shares in Q2 2024, an estimated $8.41K.
  • CBIZ Investment Advisory Services first reported a position in iShares International Select Dividend ETF in Q1 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's iShares International Select Dividend ETF position peaked at $8.41K in Q1 2024.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.