IFWM
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Institute for Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Institute for 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
2020
Q1 		– Sell
-745
Closed -$25K – 507
2019
Q4 		$25K Buy
+745
New +$23.9K 0.01% 551

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Institute for Wealth Management's IDV Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 745 shares — an estimated $25K sold.

Institute for Wealth Management first reported a position in IDV in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 395 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 745 iShares International Select Dividend ETF shares in Q1 2020, an estimated $25K.
  • Institute for Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares International Select Dividend ETF position peaked at $25K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.