Titus Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Titus Wealth Management’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
2022 Q2	$840K	Buy	30,933 +264	+0.9%	+$7.95K	0.42%	40
2022 Q1	$974K	Buy	30,669 +3,121	+11%	+$99.9K	0.44%	39
2021 Q4	$859K	Buy	27,548 +640	+2%	+$19.8K	0.39%	46
2021 Q3	$816K	Buy	26,908 +405	+2%	+$13K	0.43%	38
2021 Q2	$859K	Buy	26,503 +983	+4%	+$32.4K	0.47%	36
2021 Q1	$803K	Buy	25,520 +2,233	+10%	+$69.4K	0.47%	39
2020 Q4	$686K	Buy	23,287 +2,224	+11%	+$60.8K	0.42%	45
2020 Q3	$525K	Buy	21,063 +1,247	+6%	+$32.4K	0.37%	52
2020 Q2	$498K	Buy	19,816 +551	+3%	+$13.2K	0.39%	51
2020 Q1	$435K	Buy	19,265 +2,899	+18%	+$87.4K	0.41%	48
2019 Q4	$549K	Buy	16,366 +8,545	+109%	+$275K	0.55%	45
2019 Q3	$240K	Buy	7,821 +299	+4%	+$9.03K	0.22%	84
2019 Q2	$231K	Sell	7,522 -756	-9%	-$23.4K	0.23%	79
2019 Q1	$255	Buy	+8,278	New	+$255K	0.22%	84

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Titus Wealth Management's IDV Position: Q2 2022 in Review

Titus Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 0.86% in Q2 2022, buying an estimated $7.95K and bringing the position to 30,933 shares worth $840K. The position accounts for 0.42% of the portfolio, ranked #40.

Titus Wealth Management first reported a position in IDV in Q1 2019 and has held it in 14 quarters since. The position peaked at $974K in Q1 2022. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

Titus Wealth Management held 30,933 shares of iShares International Select Dividend ETF worth $840K as of Q2 2022.
Titus Wealth Management bought 264 iShares International Select Dividend ETF shares in Q2 2022, an estimated $7.95K.
iShares International Select Dividend ETF made up 0.42% of Titus Wealth Management's portfolio in Q2 2022, its #40 holding.
Titus Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 14 quarters since.
Titus Wealth Management's iShares International Select Dividend ETF position peaked at $974K in Q1 2022.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.