SWM
Stockman Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
403,344
-3,006
| -0.7% | -$229K | 4.17% | 4 |
|
|
2025
Q1 | $28M | Buy |
406,350
+35,308
| +10% | +$2.43M | 4.14% | 3 |
|
|
2024
Q4 | $23.9M | Buy |
371,042
+20,682
| +6% | +$1.33M | 3.75% | 4 |
|
|
2024
Q3 | $24.8M | Buy |
350,360
+56,179
| +19% | +$3.98M | 3.86% | 3 |
|
|
2024
Q2 | $19.3M | Buy |
294,181
+14,273
| +5% | +$937K | 3.38% | 5 |
|
|
2024
Q1 | $18.8M | Buy |
279,908
+16,162
| +6% | +$1.08M | 3.32% | 4 |
|
|
2023
Q4 | $16.8M | Buy |
263,746
+13,319
| +5% | +$848K | 3.35% | 5 |
|
|
2023
Q3 | $14.6M | Buy |
250,427
+27,868
| +13% | +$1.62M | 3.21% | 4 |
|
|
2023
Q2 | $13.6M | Buy |
222,559
+35,243
| +19% | +$2.15M | 2.92% | 4 |
|
|
2023
Q1 | $11.3M | Buy |
187,316
+33,594
| +22% | +$2.03M | 2.53% | 7 |
|
|
2022
Q4 | $8.61M | Buy |
+153,722
| New | +$8.61M | 1.98% | 15 |
|