DWM
Dopkins Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
24,272
+11,725
| +93% | +$892K | 0.83% | 29 |
|
|
2025
Q1 | $864K | Buy |
12,547
+917
| +8% | +$63.2K | 0.44% | 41 |
|
|
2024
Q4 | $750K | Buy |
+11,630
| New | +$750K | 0.38% | 43 |
|
|
2024
Q3 | – | Sell |
-9,886
| Closed | -$649K | – | 78 |
|
|
2024
Q2 | $649K | Buy |
9,886
+880
| +10% | +$57.8K | 0.39% | 35 |
|
|
2024
Q1 | $605K | Buy |
+9,006
| New | +$605K | 0.36% | 36 |
|
|
2023
Q4 | – | Sell |
-7,019
| Closed | -$409K | – | 51 |
|
|
2023
Q3 | $409K | Buy |
+7,019
| New | +$409K | 0.31% | 39 |
|