McKinley Carter Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,347
Closed -$206K 305
2023
Q4
$206K Sell
7,347
-2,813
-28% -$73.4K 0.02% 294
2023
Q3
$258K Sell
10,160
-176,812
-95% -$4.69M 0.02% 257
2023
Q2
$4.92M Sell
186,972
-31,956
-15% -$872K 0.37% 56
2023
Q1
$6.02M Sell
218,928
-382
-0.2% -$10.8K 0.47% 48
2022
Q4
$5.96M Buy
219,310
+28,758
+15% +$729K 0.5% 46
2022
Q3
$4.29M Buy
190,552
+16,488
+9% +$434K 0.4% 55
2022
Q2
$4.73M Buy
174,064
+25,682
+17% +$773K 0.42% 51
2022
Q1
$4.71M Buy
148,382
+10,954
+8% +$351K 0.37% 57
2021
Q4
$4.29M Buy
137,428
+4,777
+4% +$148K 0.32% 66
2021
Q3
$4.04M Buy
132,651
+6,285
+5% +$202K 0.33% 66
2021
Q2
$4.09M Buy
126,366
+3,879
+3% +$128K 0.34% 64
2021
Q1
$3.85M Buy
+122,487
New +$3.81M 0.33% 69

Other funds holding IDV