LB
IDV icon

Leo Brokerage’s iShares International Select Dividend ETF IDV Stock Holding History

Leo Brokerage’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
2023
Q2 		$252K Buy
9,586
+203
+2% +$5.54K 0.03% 262
2023
Q1 		$258K Buy
+9,383
New +$264K 0.04% 251

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Leo Brokerage's IDV Position: Q2 2023 in Review

Leo Brokerage increased its iShares International Select Dividend ETF (IDV) stake by 2.2% in Q2 2023, buying an estimated $5.54K and bringing the position to 9,586 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #262.

Leo Brokerage first reported a position in IDV in Q1 2023 and has held it in 2 quarters since. The position peaked at $258K in Q1 2023. 447 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

  • Leo Brokerage held 9,586 shares of iShares International Select Dividend ETF worth $252K as of Q2 2023.
  • Leo Brokerage bought 203 iShares International Select Dividend ETF shares in Q2 2023, an estimated $5.54K.
  • iShares International Select Dividend ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #262 holding.
  • Leo Brokerage first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's iShares International Select Dividend ETF position peaked at $258K in Q1 2023.
  • 447 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.