Comprehensive Financial Consultants Institutional’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,627
| Closed | -$330K | – | 184 |
|
|
2025
Q1 | $330K | Sell |
10,627
-2,900
| -21% | -$90K | 0.12% | 139 |
|
|
2024
Q4 | $370K | Hold |
13,527
| – | – | 0.13% | 135 |
|
|
2024
Q3 | $409K | Sell |
13,527
-250
| -2% | -$7.56K | 0.15% | 131 |
|
|
2024
Q2 | $381K | Hold |
13,777
| – | – | 0.15% | 131 |
|
|
2024
Q1 | $386K | Sell |
13,777
-77
| -0.6% | -$2.16K | 0.16% | 128 |
|
|
2023
Q4 | $388K | Sell |
13,854
-91
| -0.7% | -$2.55K | 0.18% | 120 |
|
|
2023
Q3 | $354K | Hold |
13,945
| – | – | 0.19% | 121 |
|
|
2023
Q2 | $378K | Sell |
13,945
-300
| -2% | -$8.12K | 0.2% | 122 |
|
|
2023
Q1 | $392K | Hold |
14,245
| – | – | 0.22% | 113 |
|
|
2022
Q4 | $412K | Hold |
14,245
| – | – | 0.25% | 109 |
|
|
2022
Q3 | $329K | Sell |
14,245
-1,036
| -7% | -$23.9K | 0.22% | 123 |
|
|
2022
Q2 | $398K | Sell |
15,281
-170
| -1% | -$4.43K | 0.28% | 111 |
|
|
2022
Q1 | $463K | Hold |
15,451
| – | – | 0.32% | 105 |
|
|
2021
Q4 | $498K | Buy |
+15,451
| New | +$498K | 0.32% | 97 |
|