Wilbanks Smith & Thomas Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020 Q1	–	Sell	-16,677	Closed	-$560K	–	401
2019 Q4	$560K	Buy	16,677 +15	+0.1%	+$482	0.03%	234
2019 Q3	$512K	Sell	16,662 -722	-4%	-$21.8K	0.03%	226
2019 Q2	$534K	Buy	17,384 +18	+0.1%	+$558	0.03%	224
2019 Q1	$536K	Buy	17,366 +8	+0%	+$247	0.03%	225
2018 Q4	$498K	Buy	17,358 +19	+0.1%	+$583	0.03%	203
2018 Q3	$566K	Hold	17,339	–	–	0.03%	222
2018 Q2	$556K	Buy	17,339 +5,514	+47%	+$184K	0.04%	185
2018 Q1	$390K	Buy	11,825 +728	+7%	+$24.8K	0.03%	221
2017 Q4	$375K	Buy	+11,097	New	+$372K	0.03%	234

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IDV Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 16,677 shares — an estimated $560K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IDV in Q4 2017 and held it in 9 quarters. The position peaked at $566K in Q3 2018. 394 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 16,677 iShares International Select Dividend ETF shares in Q1 2020, an estimated $560K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's iShares International Select Dividend ETF position peaked at $566K in Q3 2018.
394 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.