Platte River Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Platte River Wealth Advisors’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
2024 Q3	$852K	Hold	28,189	–	–	0.23%	52
2024 Q2	$780K	Buy	28,189 +57	+0.2%	+$1.62K	0.22%	54
2024 Q1	$789K	Buy	28,132 +19,251	+217%	+$532K	0.22%	57
2023 Q4	$249K	Sell	8,881 -29,423	-77%	-$767K	0.08%	87
2023 Q3	$973K	Hold	38,304	–	–	0.36%	48
2023 Q2	$1.01M	Buy	38,304 +540	+1%	+$14.7K	0.35%	48
2023 Q1	$1.04M	Buy	37,764 +5,080	+16%	+$143K	0.4%	43
2022 Q4	$888K	Sell	32,684 -867	-3%	-$22K	0.38%	49
2022 Q3	$756K	Buy	33,551 +210	+0.6%	+$5.53K	0.34%	52
2022 Q2	$906K	Sell	33,341 -2,021	-6%	-$60.9K	0.39%	47
2022 Q1	$1.12M	Buy	35,362 +1,144	+3%	+$36.6K	0.41%	45
2021 Q4	$1.11M	Buy	34,218 +5,340	+18%	+$165K	0.38%	48
2021 Q3	$878K	Buy	28,878 +1,484	+5%	+$47.7K	0.33%	55
2021 Q2	$888K	Buy	27,394 +5,990	+28%	+$197K	0.34%	55
2021 Q1	$686K	Buy	21,404 +1,950	+10%	+$60.6K	0.28%	59
2020 Q4	$601K	Buy	19,454 +11,391	+141%	+$311K	0.26%	62
2020 Q3	$201K	Buy	+8,063	New	+$209K	0.1%	82
2019 Q4	$982K	Buy	+29,702	New	+$954K	0.52%	56

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Platte River Wealth Advisors's IDV Position: Q3 2024 in Review

Platte River Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q3 2024 at 28,189 shares worth $852K. The position accounts for 0.23% of the portfolio, ranked #52.

Platte River Wealth Advisors first reported a position in IDV in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2022. 443 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

Platte River Wealth Advisors held 28,189 shares of iShares International Select Dividend ETF worth $852K as of Q3 2024.
Platte River Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q3 2024.
iShares International Select Dividend ETF made up 0.23% of Platte River Wealth Advisors's portfolio in Q3 2024, its #52 holding.
Platte River Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 18 quarters since.
Platte River Wealth Advisors's iShares International Select Dividend ETF position peaked at $1.12M in Q1 2022.
443 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.