RWM
IDLV icon

Revisor Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Revisor Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,167
Closed -$246K – 344
2025
Q4 		$246K Sell
7,167
-1,104
-13% -$37.1K 0.07% 278
2025
Q3 		$273K Sell
8,271
-2,976
-26% -$99.8K 0.09% 222
2025
Q2 		$374K Sell
11,247
-436
-4% -$13.9K 0.13% 180
2025
Q1 		$354K Buy
+11,683
New +$342K 0.16% 153
2024
Q2 		– Sell
-21,404
Closed -$602K – 176
2024
Q1 		$602K Buy
21,404
+11,245
+111% +$314K 0.27% 95
2023
Q4 		$286K Sell
10,159
-37,565
-79% -$1,000K 0.33% 81
2023
Q3 		$1.25M Buy
47,724
+10,185
+27% +$277K 1.06% 18
2023
Q2 		$1.03M Sell
37,539
-5,110
-12% -$142K 0.92% 26
2023
Q1 		$1.17M Buy
+42,649
New +$1.16M 1.07% 21

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return