Institute for Wealth Management’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.27M | Sell |
44,846
-32
| -0.1% | -$2.3K | 0.29% | 69 |
|
|
2026
Q1 | $3.05M | Buy |
44,878
+1,246
| +3% | +$87.9K | 0.32% | 66 |
|
|
2025
Q4 | $2.99M | Buy |
43,632
+156
| +0.4% | +$10.4K | 0.32% | 65 |
|
|
2025
Q3 | $2.85M | Sell |
43,476
-355
| -0.8% | -$22.7K | 0.3% | 67 |
|
|
2025
Q2 | $2.77M | Sell |
43,831
-548
| -1% | -$33.3K | 0.31% | 67 |
|
|
2025
Q1 | $2.58M | Sell |
44,379
-603
| -1% | -$34.3K | 0.33% | 63 |
|
|
2024
Q4 | $2.34M | Sell |
44,982
-349
| -0.8% | -$19.1K | 0.29% | 70 |
|
|
2024
Q3 | $2.64M | Sell |
45,331
-545
| -1% | -$30.7K | 0.33% | 60 |
|
|
2024
Q2 | $2.51M | Sell |
45,876
-61
| -0.1% | -$3.4K | 0.34% | 61 |
|
|
2024
Q1 | $2.56M | Sell |
45,937
-182
| -0.4% | -$9.7K | 0.33% | 60 |
|
|
2023
Q4 | $2.44M | Sell |
46,119
-1,194
| -3% | -$58.8K | 0.4% | 52 |
|
|
2023
Q3 | $2.26M | Sell |
47,313
-24
| -0.1% | -$1.2K | 0.41% | 51 |
|
|
2023
Q2 | $2.39M | Sell |
47,337
-50
| -0.1% | -$2.54K | 0.4% | 55 |
|
|
2023
Q1 | $2.37M | Buy |
47,387
+4,241
| +10% | +$207K | 0.45% | 48 |
|
|
2022
Q4 | $1.95M | Buy |
43,146
+1,040
| +2% | +$44.8K | 0.41% | 61 |
|
|
2022
Q3 | $1.59M | Buy |
42,106
+184
| +0.4% | +$7.78K | 0.36% | 74 |
|
|
2022
Q2 | $1.79M | Buy |
41,922
+1,535
| +4% | +$71.7K | 0.35% | 69 |
|
|
2022
Q1 | $2.03M | Buy |
40,387
+751
| +2% | +$38.6K | 0.33% | 73 |
|
|
2021
Q4 | $2.16M | Buy |
39,636
+1,779
| +5% | +$95.8K | 0.35% | 67 |
|
|
2021
Q3 | $1.97M | Buy |
37,857
+3,617
| +11% | +$196K | 0.35% | 70 |
|
|
2021
Q2 | $1.82M | Buy |
34,240
+1,040
| +3% | +$55.8K | 0.32% | 76 |
|
|
2021
Q1 | $1.67M | Buy |
33,200
+2,838
| +9% | +$140K | 0.32% | 81 |
|
|
2020
Q4 | $1.46M | Buy |
30,362
+1,662
| +6% | +$74.6K | 0.29% | 89 |
|
|
2020
Q3 | $1.2M | Sell |
28,700
-147
| -0.5% | -$6.28K | 0.27% | 95 |
|
|
2020
Q2 | $1.17M | Sell |
28,847
-404
| -1% | -$15.4K | 0.29% | 93 |
|
|
2020
Q1 | $1.03M | Sell |
29,251
-67
| -0.2% | -$2.85K | 0.32% | 84 |
|
|
2019
Q4 | $1.38M | Buy |
29,318
+19
| +0.1% | +$854 | 0.31% | 82 |
|
|
2019
Q3 | $1.27M | Buy |
29,299
+155
| +0.5% | +$6.65K | 0.32% | 84 |
|
|
2019
Q2 | $1.28M | Buy |
29,144
+1,596
| +6% | +$70.2K | 0.28% | 91 |
|
|
2019
Q1 | $1.2M | Buy |
+27,548
| New | +$1.16M | 0.26% | 109 |
|
|
2018
Q4 | – | Sell |
-24,283
| Closed | -$1.11M | – | 299 |
|
|
2018
Q3 | $1.11M | Buy |
24,283
+995
| +4% | +$45K | 0.38% | 94 |
|
|
2018
Q2 | $1.04M | Buy |
23,288
+2,453
| +12% | +$115K | 0.33% | 106 |
|
|
2018
Q1 | $996K | Buy |
20,835
+2,205
| +12% | +$105K | 0.29% | 125 |
|
|
2017
Q4 | $880K | Buy |
18,630
+6,110
| +49% | +$287K | 0.2% | 151 |
|
|
2017
Q3 | $588K | Buy |
12,520
+280
| +2% | +$12.8K | 0.19% | 166 |
|
|
2017
Q2 | $542K | Buy |
+12,240
| New | +$539K | 0.15% | 213 |
|
Other funds holding IEV
WJA
Institute for Wealth Management's IEV Position: Q2 2026 in Review
Institute for Wealth Management reduced its iShares Europe ETF (IEV) stake by 0.07% in Q2 2026, selling an estimated $2.3K and leaving 44,846 shares worth $3.27M. The position accounts for 0.29% of the portfolio, ranked #69.
Institute for Wealth Management first reported a position in IEV in Q2 2017 and has held it in 36 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.
- Institute for Wealth Management held 44,846 shares of iShares Europe ETF worth $3.27M as of Q2 2026.
- Institute for Wealth Management sold 32 iShares Europe ETF shares in Q2 2026, an estimated $2.3K.
- iShares Europe ETF made up 0.29% of Institute for Wealth Management's portfolio in Q2 2026, its #69 holding.
- Institute for Wealth Management first reported a position in iShares Europe ETF in Q2 2017 and has held it in 36 quarters since.
- 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.