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Independent Solutions Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Independent Solutions Wealth Management’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
2022
Q3 		– Sell
-11,610
Closed -$315K – 216
2022
Q2 		$315K Buy
+11,610
New +$350K 0.1% 158

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Independent Solutions Wealth Management's IDV Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 11,610 shares — an estimated $315K sold.

Independent Solutions Wealth Management first reported a position in IDV in Q2 2022 and held it in 1 quarter. The position peaked at $315K in Q2 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,610 iShares International Select Dividend ETF shares in Q3 2022, an estimated $315K.
  • Independent Solutions Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Independent Solutions Wealth Management's iShares International Select Dividend ETF position peaked at $315K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.