Jaffetilchin Investment Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-410	Closed	-$12.4K	–	792
2024 Q3	$12.4K	Buy	+410	New	+$11.9K	﹤0.01%	860
2014 Q4	–	Sell	-5,753	Closed	-$206K	–	219
2014 Q3	$206K	Buy	5,753 +407	+8%	+$15.6K	0.08%	191
2014 Q2	$213K	Buy	5,346 +51	+1%	+$2.03K	0.08%	190
2014 Q1	$205K	Hold	5,295	–	–	0.08%	181
2013 Q4	$201K	Buy	+5,295	New	+$198K	0.1%	170

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jaffetilchin Investment Partners's IDV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 410 shares — an estimated $12.4K sold.

Jaffetilchin Investment Partners first reported a position in IDV in Q4 2013 and held it in 5 quarters. The position peaked at $213K in Q2 2014. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 410 iShares International Select Dividend ETF shares in Q4 2024, an estimated $12.4K.
Jaffetilchin Investment Partners first reported a position in iShares International Select Dividend ETF in Q4 2013 and held it in 5 quarters.
Jaffetilchin Investment Partners's iShares International Select Dividend ETF position peaked at $213K in Q2 2014.
455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.