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Iron Horse Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Iron Horse Wealth Management’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15
Closed -$468 – 476
2023
Q4 		$468 Buy
+15
New +$430 ﹤0.01% 457

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NA
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Jane Street
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RJFSA
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TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Iron Horse Wealth Management's DIVI Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2024, closing a stake of 15 shares — an estimated $468 sold.

Iron Horse Wealth Management first reported a position in DIVI in Q4 2023 and held it in 1 quarter. The position peaked at $468 in Q4 2023. 96 funds tracked by Wall St. Rank hold DIVI as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 15 Franklin International Core Dividend Tilt Index ETF shares in Q1 2024, an estimated $468.
  • Iron Horse Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $468 in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.