SOA Wealth Advisors’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 | $34.8K | Buy |
1,008
+23
| +2% | +$794 | 0.01% | 420 |
|
2025
Q1 | $30.6K | Buy |
985
+6
| +0.6% | +$186 | 0.01% | 401 |
|
2024
Q4 | $26.8K | Buy |
979
+13
| +1% | +$356 | ﹤0.01% | 409 |
|
2024
Q3 | $29.2K | Buy |
966
+13
| +1% | +$393 | 0.01% | 395 |
|
2024
Q2 | $26.4K | Buy |
953
+25
| +3% | +$691 | 0.01% | 397 |
|
2024
Q1 | $26K | Buy |
928
+8
| +0.9% | +$224 | 0.01% | 400 |
|
2023
Q4 | $25.8K | Buy |
920
+30
| +3% | +$840 | 0.01% | 389 |
|
2023
Q3 | $22.6K | Hold |
890
| – | – | 0.01% | 396 |
|
2023
Q2 | $23.4K | Sell |
890
-76
| -8% | -$2K | 0.01% | 407 |
|
2023
Q1 | $26.6K | Buy |
966
+6
| +0.6% | +$165 | 0.01% | 375 |
|
2022
Q4 | $26.1K | Buy |
960
+34
| +4% | +$923 | 0.01% | 370 |
|
2022
Q3 | $20K | Hold |
926
| – | – | 0.01% | 389 |
|
2022
Q2 | $25K | Sell |
926
-1,490
| -62% | -$40.2K | 0.01% | 348 |
|
2022
Q1 | $76K | Buy |
2,416
+9
| +0.4% | +$283 | 0.02% | 262 |
|
2021
Q4 | $75K | Buy |
2,407
+24
| +1% | +$748 | 0.02% | 252 |
|
2021
Q3 | $72K | Hold |
2,383
| – | – | 0.02% | 265 |
|
2021
Q2 | $77K | Buy |
2,383
+16
| +0.7% | +$517 | 0.02% | 255 |
|
2021
Q1 | $74K | Sell |
2,367
-4,985
| -68% | -$156K | 0.02% | 231 |
|
2020
Q4 | $224K | Buy |
+7,352
| New | +$224K | 0.06% | 132 |
|