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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $478K | Buy |
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