LWM
IDV icon

Lakeridge Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Lakeridge Wealth Management’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
2026
Q2 		$688K Buy
16,613
+107
+0.6% +$4.69K 0.25% 79
2026
Q1 		$703K Buy
16,506
+3,943
+31% +$166K 0.3% 69
2025
Q4 		$496K Sell
12,563
-84
-0.7% -$3.18K 0.23% 88
2025
Q3 		$462K Buy
12,647
+964
+8% +$34.7K 0.21% 88
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% +$10.1K 0.19% 103
2024
Q1 		$318K Buy
11,328
+2,955
+35% +$81.6K 0.21% 94
2023
Q4 		$234K Buy
+8,373
New +$218K 0.17% 108

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