KWM
Kingsview 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 | $6.41M | Buy |
185,853
+152,679
| +460% | +$5.27M | 0.11% | 196 |
|
|
2025
Q1 | $1.03M | Sell |
33,174
-1,927
| -5% | -$59.8K | 0.02% | 532 |
|
|
2024
Q4 | $961K | Buy |
35,101
+2,587
| +8% | +$70.8K | 0.02% | 561 |
|
|
2024
Q3 | $983K | Sell |
32,514
-1,362
| -4% | -$41.2K | 0.02% | 534 |
|
|
2024
Q2 | $937K | Sell |
33,876
-624
| -2% | -$17.3K | 0.02% | 529 |
|
|
2024
Q1 | $967K | Buy |
34,500
+801
| +2% | +$22.5K | 0.02% | 507 |
|
|
2023
Q4 | $943K | Sell |
33,699
-3,461
| -9% | -$96.9K | 0.03% | 482 |
|
|
2023
Q3 | $944K | Sell |
37,160
-9,883
| -21% | -$251K | 0.03% | 452 |
|
|
2023
Q2 | $1.24M | Sell |
47,043
-15,839
| -25% | -$417K | 0.05% | 343 |
|
|
2023
Q1 | $1.73M | Buy |
62,882
+36,112
| +135% | +$993K | 0.07% | 263 |
|
|
2022
Q4 | $727K | Sell |
26,770
-71
| -0.3% | -$1.93K | 0.03% | 414 |
|
|
2022
Q3 | $605K | Sell |
26,841
-306
| -1% | -$6.9K | 0.03% | 454 |
|
|
2022
Q2 | $737K | Buy |
27,147
+1,894
| +8% | +$51.4K | 0.04% | 449 |
|
|
2022
Q1 | $802K | Buy |
25,253
+1,539
| +6% | +$48.9K | 0.04% | 459 |
|
|
2021
Q4 | $739K | Buy |
23,714
+8,228
| +53% | +$256K | 0.03% | 480 |
|
|
2021
Q3 | $471K | Buy |
15,486
+2,394
| +18% | +$72.8K | 0.02% | 563 |
|
|
2021
Q2 | $426K | Buy |
13,092
+5,671
| +76% | +$185K | 0.02% | 600 |
|
|
2021
Q1 | $235K | Buy |
+7,421
| New | +$235K | 0.01% | 717 |
|
|
2020
Q2 | – | Sell |
-11,097
| Closed | -$251K | – | 587 |
|
|
2020
Q1 | $251K | Buy |
+11,097
| New | +$251K | 0.03% | 392 |
|
|
2019
Q3 | – | Sell |
-8,595
| Closed | -$264K | – | 429 |
|
|
2019
Q2 | $264K | Hold |
8,595
| – | – | 0.04% | 346 |
|
|
2019
Q1 | $265K | Sell |
8,595
-15
| -0.2% | -$462 | 0.04% | 378 |
|
|
2018
Q4 | $247K | Sell |
8,610
-1,400
| -14% | -$40.2K | 0.05% | 314 |
|
|
2018
Q3 | $327K | Sell |
10,010
-587
| -6% | -$19.2K | 0.07% | 279 |
|
|
2018
Q2 | $340K | Buy |
10,597
+103
| +1% | +$3.31K | 0.08% | 249 |
|
|
2018
Q1 | $346K | Sell |
10,494
-348
| -3% | -$11.5K | 0.09% | 240 |
|
|
2017
Q4 | $366K | Buy |
10,842
+653
| +6% | +$22K | 0.13% | 214 |
|
|
2017
Q3 | $344K | Buy |
+10,189
| New | +$344K | 0.15% | 191 |
|