Summit Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Buy	6,883 +1,559	+29%	+$65.5K	0.05%	220
2025 Q4	$210K	Buy	+5,324	New	+$202K	0.04%	197
2024 Q4	–	Sell	-6,999	Closed	-$212K	–	217
2024 Q3	$212K	Buy	+6,999	New	+$204K	0.04%	226
2024 Q2	–	Sell	-17,506	Closed	-$491K	–	229
2024 Q1	$491K	Sell	17,506 -1,632	-9%	-$45.1K	0.1%	133
2023 Q4	$536K	Sell	19,138 -5,668	-23%	-$148K	0.12%	112
2023 Q3	$630K	Buy	24,806 +1,241	+5%	+$32.9K	0.16%	88
2023 Q2	$620K	Sell	23,565 -310	-1%	-$8.46K	0.16%	92
2023 Q1	$656K	Buy	23,875 +6	+0%	+$169	0.17%	88
2022 Q4	$648K	Buy	23,869 +4,441	+23%	+$113K	0.17%	89
2022 Q3	$438K	Buy	19,428 +1,816	+10%	+$47.8K	0.12%	98
2022 Q2	$478K	Buy	+17,612	New	+$530K	0.13%	95