Sutton Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$152K	Hold	5,974	–	–	0.07%	127
2023 Q2	$157K	Hold	5,974	–	–	0.08%	130
2023 Q1	$164K	Hold	5,974	–	–	0.09%	120
2022 Q4	$162K	Hold	5,974	–	–	0.06%	196
2022 Q3	$135K	Buy	5,974 +3,284	+122%	+$86.5K	0.05%	211
2022 Q2	$73.1K	Buy	+2,690	New	+$81K	0.03%	291

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's IDV Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q3 2023 at 5,974 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #127.

Sutton Wealth Advisors first reported a position in IDV in Q2 2022 and has held it in 6 quarters since. The position peaked at $164K in Q1 2023. 432 funds tracked by Wall St. Rank hold IDV as of Q3 2023.

Sutton Wealth Advisors held 5,974 shares of iShares International Select Dividend ETF worth $152K as of Q3 2023.
Sutton Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q3 2023.
iShares International Select Dividend ETF made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #127 holding.
Sutton Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2022 and has held it in 6 quarters since.
Sutton Wealth Advisors's iShares International Select Dividend ETF position peaked at $164K in Q1 2023.
432 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.