SWRP
IDV icon

Summit Wealth & Retirement Planning’s iShares International Select Dividend ETF IDV Stock Holding History

Summit Wealth & Retirement Planning’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
2020
Q4 		– Sell
-22,939
Closed -$572K – 113
2020
Q3 		$572K Sell
22,939
-307
-1% -$7.96K 0.25% 67
2020
Q2 		$584K Buy
23,246
+5,024
+28% +$121K 0.27% 67
2020
Q1 		$412K Sell
18,222
-1
-0% -$30 0.22% 76
2019
Q4 		$612K Buy
18,223
+2,087
+13% +$67.1K 0.27% 72
2019
Q3 		$496K Sell
16,136
-2,259
-12% -$68.2K 0.3% 71
2019
Q2 		$565K Buy
18,395
+1,312
+8% +$40.7K 0.33% 68
2019
Q1 		$527K Buy
17,083
+3,288
+24% +$101K 0.31% 75
2018
Q4 		$396K Buy
+13,795
New +$423K 0.3% 70

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return