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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 – 402
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return