Wagner Wealth Management (South Carolina)’s iShares International Select Dividend ETF IDV Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-5,750	Closed	-$174K	–	243
2024 Q3	$174K	Buy	+5,750	New	+$167K	0.05%	108
2018 Q3	$11K	Hold	350	–	–	0.01%	410
2018 Q2	$11K	Hold	350	–	–	0.01%	387
2018 Q1	$12K	Hold	350	–	–	0.01%	349
2017 Q4	$12K	Buy	+350	New	+$11.7K	0.01%	376

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IDV Position: Q4 2024 in Review

Wagner Wealth Management (South Carolina) sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 5,750 shares — an estimated $174K sold.

Wagner Wealth Management (South Carolina) first reported a position in IDV in Q4 2017 and held it in 5 quarters. The position peaked at $174K in Q3 2024. 458 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

Wagner Wealth Management (South Carolina) reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 5,750 iShares International Select Dividend ETF shares in Q4 2024, an estimated $174K.
Wagner Wealth Management (South Carolina) first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s iShares International Select Dividend ETF position peaked at $174K in Q3 2024.
458 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2024, filed 29 Jan 2025.