IWM
Integris Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $565K | Sell |
16,386
-598
| -4% | -$20.6K | 0.15% | 53 |
|
2025
Q1 | $527K | Sell |
16,984
-322
| -2% | -$9.99K | 0.15% | 47 |
|
2024
Q4 | $474K | Sell |
17,306
-471
| -3% | -$12.9K | 0.13% | 57 |
|
2024
Q3 | $537K | Buy |
17,777
+181
| +1% | +$5.47K | 0.15% | 43 |
|
2024
Q2 | $487K | Buy |
17,596
+50
| +0.3% | +$1.38K | 0.14% | 45 |
|
2024
Q1 | $492K | Sell |
17,546
-22
| -0.1% | -$617 | 0.14% | 51 |
|
2023
Q4 | $492K | Sell |
17,568
-538
| -3% | -$15.1K | 0.15% | 49 |
|
2023
Q3 | $460K | Buy |
18,106
+766
| +4% | +$19.5K | 0.15% | 46 |
|
2023
Q2 | $457K | Buy |
17,340
+228
| +1% | +$6K | 0.16% | 46 |
|
2023
Q1 | $470K | Sell |
17,112
-858
| -5% | -$23.6K | 0.17% | 43 |
|
2022
Q4 | $488K | Buy |
+17,970
| New | +$488K | 0.19% | 43 |
|