Sonora Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Sonora Investment Management’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
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	1041
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	948
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	1698
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	1637
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	1706
2020 Q2	$1K	Hold	41	–	–	﹤0.01%	1667
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	1576
2019 Q4	$1K	Hold	41	–	–	﹤0.01%	1629
2019 Q3	$1K	Sell	41 -82	-67%	-$2.48K	﹤0.01%	1624
2019 Q2	$4K	Buy	+123	New	+$3.81K	﹤0.01%	1448
2015 Q4	–	Sell	-239	Closed	-$7K	–	955
2015 Q3	$7K	Buy	+239	New	+$7.3K	﹤0.01%	593

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's IDV Position: Q3 2021 in Review

Sonora Investment Management held its iShares International Select Dividend ETF (IDV) position steady in Q3 2021 at 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Sonora Investment Management first reported a position in IDV in Q3 2015 and has held it in 11 quarters since. The position peaked at $7K in Q3 2015. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

Sonora Investment Management held 41 shares of iShares International Select Dividend ETF worth $1K as of Q3 2021.
Sonora Investment Management left its iShares International Select Dividend ETF share count unchanged in Q3 2021.
iShares International Select Dividend ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1041 holding.
Sonora Investment Management first reported a position in iShares International Select Dividend ETF in Q3 2015 and has held it in 11 quarters since.
Sonora Investment Management's iShares International Select Dividend ETF position peaked at $7K in Q3 2015.
413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.