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Householder Group Estate & Retirement Specialist’s iShares International Select Dividend ETF IDV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-255
Closed -$7.15K – 1265
2024
Q1 		$7.15K Sell
255
-145
-36% -$4K ﹤0.01% 877
2023
Q4 		$11K Hold
400
– – ﹤0.01% 742
2023
Q3 		$10.2K Buy
+400
New +$10.6K ﹤0.01% 781
2023
Q1 		$11K Buy
+400
New +$11.3K ﹤0.01% 780
2022
Q4 		– Sell
-400
Closed -$9K – 673
2022
Q3 		$9K Buy
+400
New +$10.5K ﹤0.01% 747

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IDV Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares International Select Dividend ETF (IDV) in Q2 2024, closing a stake of 255 shares — an estimated $7.15K sold.

Householder Group Estate & Retirement Specialist first reported a position in IDV in Q3 2022 and held it in 5 quarters. The position peaked at $11K in Q4 2023. 427 funds tracked by Wall St. Rank hold IDV as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares International Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 255 iShares International Select Dividend ETF shares in Q2 2024, an estimated $7.15K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares International Select Dividend ETF in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's iShares International Select Dividend ETF position peaked at $11K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.