TWM
Tanglewood Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+6,353
| New | +$219K | 0.02% | 38 |
|
|
2024
Q2 | – | Sell |
-8,575
| Closed | -$240K | – | 32 |
|
|
2024
Q1 | $240K | Hold |
8,575
| – | – | 0.03% | 30 |
|
|
2023
Q4 | $240K | Buy |
+8,575
| New | +$240K | 0.03% | 30 |
|
|
2023
Q3 | – | Sell |
-25,702
| Closed | -$677K | – | 27 |
|
|
2023
Q2 | $677K | Buy |
25,702
+5,139
| +25% | +$135K | 0.1% | 20 |
|
|
2023
Q1 | $565K | Sell |
20,563
-6,550
| -24% | -$180K | 0.08% | 26 |
|
|
2022
Q4 | $736K | Buy |
+27,113
| New | +$736K | 0.11% | 26 |
|