IWM
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IHT Wealth Management’s CDW CDW Stock Holding History

IHT Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,202
Closed -$209K – 1097
2024
Q4 		$209K Sell
1,202
-433
-26% -$84.1K 0.01% 1004
2024
Q3 		$353K Buy
1,635
+231
+16% +$51.3K 0.01% 848
2024
Q2 		$308K Buy
1,404
+166
+13% +$38.5K 0.01% 791
2024
Q1 		$317K Sell
1,238
-38
-3% -$9.03K 0.01% 781
2023
Q4 		$290K Buy
+1,276
New +$270K 0.01% 775
2023
Q2 		– Sell
-1,726
Closed -$336K – 976
2023
Q1 		$336K Buy
1,726
+582
+51% +$114K 0.02% 656
2022
Q4 		$204K Sell
1,144
-672
-37% -$118K 0.01% 808
2022
Q3 		$283K Buy
+1,816
New +$311K 0.02% 645
2021
Q3 		– Sell
-1,341
Closed -$234K – 838
2021
Q2 		$234K Sell
1,341
-156
-10% -$26.9K 0.01% 803
2021
Q1 		$248K Buy
+1,497
New +$224K 0.02% 695
2020
Q1 		– Sell
-1,484
Closed -$212K – 566
2019
Q4 		$212K Buy
+1,484
New +$196K 0.03% 546
2018
Q2 		– Sell
-1,107
Closed -$76K – 563
2018
Q1 		$76K Sell
1,107
-6
-0.5% -$438 0.02% 554
2017
Q4 		$81K Buy
1,113
+153
+16% +$10.5K 0.02% 548
2017
Q3 		$67K Buy
960
+767
+397% +$48K 0.03% 438
2017
Q2 		$38K Sell
193
-116
-38% -$6.94K 0.02% 584
2017
Q1 		$18K Sell
309
-824
-73% -$46.4K 0.01% 682
2016
Q4 		$58K Buy
+1,133
New +$55.2K 0.04% 360

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IHT Wealth Management's CDW Position: Q1 2025 in Review

IHT Wealth Management sold out of CDW (CDW) in Q1 2025, closing a stake of 1,202 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in CDW in Q4 2016 and held it in 17 quarters. The position peaked at $353K in Q3 2024. 841 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • IHT Wealth Management reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 1,202 CDW shares in Q1 2025, an estimated $209K.
  • IHT Wealth Management first reported a position in CDW in Q4 2016 and held it in 17 quarters.
  • IHT Wealth Management's CDW position peaked at $353K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.