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

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

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

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

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

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

WealthPlan Investment Management's IDV Position: Q4 2023 in Review

WealthPlan Investment Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2023, closing a stake of 36,602 shares — an estimated $930K sold.

WealthPlan Investment Management first reported a position in IDV in Q1 2022 and held it in 6 quarters. The position peaked at $1.08M in Q4 2022. 450 funds tracked by Wall St. Rank hold IDV as of Q4 2023.

WealthPlan Investment Management reported no remaining iShares International Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
WealthPlan Investment Management sold 36,602 iShares International Select Dividend ETF shares in Q4 2023, an estimated $930K.
WealthPlan Investment Management first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 6 quarters.
WealthPlan Investment Management's iShares International Select Dividend ETF position peaked at $1.08M in Q4 2022.
450 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.