IFWM
Institute for Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
50,237
-1,247
| -2% | -$25.6K | 0.11% | 188 |
|
|
2025
Q1 | $982K | Sell |
51,484
-300
| -0.6% | -$5.72K | 0.13% | 184 |
|
|
2024
Q4 | $948K | Sell |
51,784
-92
| -0.2% | -$1.69K | 0.12% | 181 |
|
|
2024
Q3 | $1.03M | Hold |
51,876
| – | – | 0.13% | 170 |
|
|
2024
Q2 | $930K | Hold |
51,876
| – | – | 0.12% | 176 |
|
|
2024
Q1 | $962K | Sell |
51,876
-93
| -0.2% | -$1.72K | 0.12% | 172 |
|
|
2023
Q4 | $959K | Sell |
51,969
-3,310
| -6% | -$61.1K | 0.16% | 157 |
|
|
2023
Q3 | $924K | Hold |
55,279
| – | – | 0.17% | 150 |
|
|
2023
Q2 | $998K | Hold |
55,279
| – | – | 0.17% | 142 |
|
|
2023
Q1 | $986K | Hold |
55,279
| – | – | 0.19% | 138 |
|
|
2022
Q4 | $924K | Buy |
55,279
+713
| +1% | +$11.9K | 0.19% | 142 |
|
|
2022
Q3 | $832K | Hold |
54,566
| – | – | 0.19% | 148 |
|
|
2022
Q2 | $934K | Sell |
54,566
-100
| -0.2% | -$1.71K | 0.18% | 140 |
|
|
2022
Q1 | $1.07M | Hold |
54,666
| – | – | 0.17% | 147 |
|
|
2021
Q4 | $1.01M | Sell |
54,666
-265
| -0.5% | -$4.89K | 0.16% | 157 |
|
|
2021
Q3 | $965K | Sell |
54,931
-300
| -0.5% | -$5.27K | 0.17% | 156 |
|
|
2021
Q2 | $976K | Hold |
55,231
| – | – | 0.17% | 157 |
|
|
2021
Q1 | $921K | Sell |
55,231
-110
| -0.2% | -$1.83K | 0.18% | 153 |
|
|
2020
Q4 | $849K | Sell |
55,341
-314
| -0.6% | -$4.82K | 0.17% | 158 |
|
|
2020
Q3 | $706K | Sell |
55,655
-1,533
| -3% | -$19.4K | 0.16% | 162 |
|
|
2020
Q2 | $696K | Sell |
57,188
-14
| -0% | -$170 | 0.17% | 160 |
|
|
2020
Q1 | $649K | Sell |
57,202
-3,947
| -6% | -$44.8K | 0.2% | 137 |
|
|
2019
Q4 | $1.04M | Sell |
61,149
-473
| -0.8% | -$8.08K | 0.24% | 114 |
|
|
2019
Q3 | $988K | Sell |
61,622
-500
| -0.8% | -$8.02K | 0.25% | 121 |
|
|
2019
Q2 | $1.02M | Sell |
62,122
-862
| -1% | -$14.1K | 0.22% | 132 |
|
|
2019
Q1 | $1M | Sell |
62,984
-1,377
| -2% | -$21.9K | 0.22% | 127 |
|
|
2018
Q4 | $909K | Buy |
+64,361
| New | +$909K | 0.37% | 81 |
|
|
2018
Q2 | – | Sell |
-63,860
| Closed | -$1.02M | – | 231 |
|
|
2018
Q1 | $1.02M | Buy |
63,860
+5,389
| +9% | +$86.2K | 0.3% | 121 |
|
|
2017
Q4 | $969K | Buy |
58,471
+3,557
| +6% | +$58.9K | 0.22% | 133 |
|
|
2017
Q3 | $889K | Hold |
54,914
| – | – | 0.29% | 118 |
|
|
2017
Q2 | $848K | Buy |
+54,914
| New | +$848K | 0.23% | 142 |
|