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

Lodestone Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,106
Closed -$388K – 130
2023
Q1 		$388K Buy
14,106
+127
+0.9% +$3.49K 0.3% 86
2022
Q4 		$380K Buy
+13,979
New +$380K 0.31% 79