Tyler-Stone Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-1,654	Closed	-$45.8K	–	592
2024 Q2	$45.8K	Hold	1,654	–	–	0.02%	382
2024 Q1	$46.4K	Sell	1,654 -300	-15%	-$8.29K	0.02%	373
2023 Q4	$54.7K	Buy	1,954 +63	+3%	+$1.64K	0.03%	346
2023 Q3	$48K	Hold	1,891	–	–	0.03%	350
2023 Q2	$50K	Buy	+1,891	New	+$51.6K	0.03%	340
2022 Q4	$50K	Buy	1,826 +24	+1%	+$609	0.03%	321
2022 Q3	$41K	Buy	1,802 +48	+3%	+$1.26K	0.03%	328
2022 Q2	$48K	Buy	1,754 +39	+2%	+$1.17K	0.03%	324
2022 Q1	$54K	Buy	1,715 +19	+1%	+$608	0.03%	332
2021 Q4	$53K	Buy	+1,696	New	+$52.5K	0.03%	347

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

Tyler-Stone Wealth Management's IDV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 1,654 shares — an estimated $45.8K sold.

Tyler-Stone Wealth Management first reported a position in IDV in Q4 2021 and held it in 10 quarters. The position peaked at $54.7K in Q4 2023. 443 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,654 iShares International Select Dividend ETF shares in Q3 2024, an estimated $45.8K.
Tyler-Stone Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares International Select Dividend ETF position peaked at $54.7K in Q4 2023.
443 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.