JWWM
Johnson & White 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 | $8.34M | Buy |
241,627
+10,351
| +4% | +$357K | 4.2% | 3 |
|
|
2025
Q1 | $7.17M | Buy |
231,276
+25,837
| +13% | +$801K | 4.03% | 6 |
|
|
2024
Q4 | $5.62M | Buy |
+205,439
| New | +$5.62M | 3.4% | 6 |
|
|
2024
Q2 | – | Sell |
-180,778
| Closed | -$5.07M | – | 64 |
|
|
2024
Q1 | $5.07M | Buy |
180,778
+17,956
| +11% | +$503K | 3.69% | 7 |
|
|
2023
Q4 | $4.56M | Sell |
162,822
-18,873
| -10% | -$528K | 3.78% | 7 |
|
|
2023
Q3 | $4.62M | Buy |
+181,695
| New | +$4.62M | 4.17% | 6 |
|
|
2023
Q2 | – | Sell |
-195,133
| Closed | -$5.36M | – | 50 |
|
|
2023
Q1 | $5.36M | Buy |
+195,133
| New | +$5.36M | 4.78% | 5 |
|
|
2022
Q4 | – | Sell |
-145,643
| Closed | -$3.28M | – | 97 |
|
|
2022
Q3 | $3.28M | Buy |
+145,643
| New | +$3.28M | 3.7% | 7 |
|