WIM
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WealthPlan Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

WealthPlan Investment 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
2023
Q4 		– Sell
-36,602
Closed -$930K – 195
2023
Q3 		$930K Buy
36,602
+21,147
+137% +$560K 0.16% 93
2023
Q2 		$427K Sell
15,455
-17,371
-53% -$474K 0.13% 100
2023
Q1 		$902K Sell
32,826
-4,741
-13% -$133K 0.16% 91
2022
Q4 		$1.08M Buy
37,567
+1,644
+5% +$41.7K 0.08% 170
2022
Q3 		$975K Buy
+35,923
New +$946K 0.07% 167
2022
Q1 		$867K Buy
+28,748
New +$920K 0.06% 185

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return