PS
Planned Solutions’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 | $699K | Sell |
20,246
-432
| -2% | -$14.9K | 0.27% | 44 |
|
|
2025
Q1 | $641K | Sell |
20,678
-809
| -4% | -$25.1K | 0.26% | 43 |
|
|
2024
Q4 | $588K | Buy |
21,487
+540
| +3% | +$14.8K | 0.24% | 47 |
|
|
2024
Q3 | $633K | Buy |
20,947
+65
| +0.3% | +$1.97K | 0.25% | 40 |
|
|
2024
Q2 | $578K | Sell |
20,882
-766
| -4% | -$21.2K | 0.28% | 39 |
|
|
2024
Q1 | $607K | Sell |
21,648
-1,546
| -7% | -$43.4K | 0.3% | 40 |
|
|
2023
Q4 | $649K | Sell |
23,194
-1,366
| -6% | -$38.2K | 0.3% | 35 |
|
|
2023
Q3 | $624K | Sell |
24,560
-5,377
| -18% | -$137K | 0.38% | 32 |
|
|
2023
Q2 | $788K | Sell |
29,937
-549
| -2% | -$14.5K | 0.47% | 26 |
|
|
2023
Q1 | $838K | Buy |
30,486
+1,366
| +5% | +$37.6K | 0.53% | 25 |
|
|
2022
Q4 | $791K | Buy |
29,120
+3,834
| +15% | +$104K | 0.58% | 25 |
|
|
2022
Q3 | $570K | Sell |
25,286
-2,047
| -7% | -$46.1K | 0.48% | 27 |
|
|
2022
Q2 | $742K | Sell |
27,333
-1,187
| -4% | -$32.2K | 0.69% | 20 |
|
|
2022
Q1 | $906K | Sell |
28,520
-948
| -3% | -$30.1K | 0.63% | 20 |
|
|
2021
Q4 | $919K | Buy |
+29,468
| New | +$919K | 0.61% | 20 |
|
|
2021
Q2 | $908K | Buy |
28,011
+3,610
| +15% | +$117K | 0.63% | 20 |
|
|
2021
Q1 | $768K | Buy |
24,401
+8,346
| +52% | +$263K | 0.6% | 21 |
|
|
2020
Q4 | $473K | Sell |
16,055
-462
| -3% | -$13.6K | 0.38% | 28 |
|
|
2020
Q3 | $412K | Buy |
+16,517
| New | +$412K | 0.4% | 25 |
|