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Sound Income Strategies’s iShares International Select Dividend ETF IDV Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-649
Closed -$19.6K – 1511
2024
Q3 		$19.6K Sell
649
-806
-55% -$23.5K ﹤0.01% 644
2024
Q2 		$40.3K Buy
1,455
+37
+3% +$1.05K ﹤0.01% 475
2024
Q1 		$39.7K Buy
1,418
+12
+0.9% +$331 ﹤0.01% 459
2023
Q4 		$39.3K Buy
1,406
+974
+225% +$25.4K ﹤0.01% 451
2023
Q3 		$11K Buy
+432
New +$11.4K ﹤0.01% 565
2023
Q1 		– Sell
-15
Closed -$407 – 1097
2022
Q4 		$407 Hold
15
– – ﹤0.01% 929
2022
Q3 		$0 Hold
15
– – ﹤0.01% 926
2022
Q2 		$0 Hold
15
– – ﹤0.01% 918
2022
Q1 		$0 Hold
15
– – ﹤0.01% 901
2021
Q4 		$0 Hold
15
– – ﹤0.01% 860
2021
Q3 		$0 Sell
15
-143
-91% -$4.59K ﹤0.01% 862
2021
Q2 		$5K Hold
158
– – ﹤0.01% 601
2021
Q1 		$4.97K Hold
158
– – ﹤0.01% 618
2020
Q4 		$5K Hold
158
– – ﹤0.01% 586
2020
Q3 		$4K Hold
158
– – ﹤0.01% 578
2020
Q2 		$4K Hold
158
– – ﹤0.01% 539
2020
Q1 		$4K Hold
158
– – ﹤0.01% 489
2019
Q4 		$5K Hold
158
– – ﹤0.01% 455
2019
Q3 		$5K Hold
158
– – ﹤0.01% 427
2019
Q2 		$5K Sell
158
-925
-85% -$28.7K ﹤0.01% 442
2019
Q1 		$33K Buy
1,083
+10
+0.9% +$308 0.02% 174
2018
Q4 		$31K Sell
1,073
-339
-24% -$10.4K 0.02% 177
2018
Q3 		$46K Buy
1,412
+45
+3% +$1.47K 0.02% 139
2018
Q2 		$44K Sell
1,367
-35
-2% -$1.17K 0.03% 126
2018
Q1 		$46K Buy
1,402
+915
+188% +$31.1K 0.03% 125
2017
Q4 		$16K Buy
+487
New +$16.3K 0.01% 161

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound Income Strategies's IDV Position: Q4 2024 in Review

Sound Income Strategies sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 649 shares — an estimated $19.6K sold.

Sound Income Strategies first reported a position in IDV in Q4 2017 and held it in 26 quarters. The position peaked at $46K in Q3 2018. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

  • Sound Income Strategies reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 649 iShares International Select Dividend ETF shares in Q4 2024, an estimated $19.6K.
  • Sound Income Strategies first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 26 quarters.
  • Sound Income Strategies's iShares International Select Dividend ETF position peaked at $46K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.