LWM
Lakeridge 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 | $403K | Hold |
11,683
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $362K | Hold |
11,683
| – | – | 0.18% | 105 |
|
|
2024
Q4 | $320K | Hold |
11,683
| – | – | 0.17% | 110 |
|
|
2024
Q3 | $353K | Hold |
11,683
| – | – | 0.19% | 101 |
|
|
2024
Q2 | $323K | Buy |
11,683
+355
| +3% | +$9.82K | 0.19% | 103 |
|
|
2024
Q1 | $318K | Buy |
11,328
+2,955
| +35% | +$82.9K | 0.21% | 94 |
|
|
2023
Q4 | $234K | Buy |
+8,373
| New | +$234K | 0.17% | 108 |
|