Number of Shares
185,646.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
1.12%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
5.27%

ERTS Wealth Advisors, LLC's iShares International Select Dividend ETF Holding Summary

As of 2025-03-31, ERTS Wealth Advisors, LLC held 185,646.00 shares of iShares International Select Dividend ETF(IDV), totaling $5.76 Mil. This investment constitutes 1.12% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.13% of the outstanding iShares International Select Dividend ETF(IDV) stock.

The initial trade took place in 2018Q4. And since then ERTS Wealth Advisors, LLC has made 8 purchases of IDV, at an average price of $27.84, for a total of 724,330.00 shares. In addition, there have been 10 sales at an average price of $27.15 for 538,684.00 shares. Based on historical transaction data and IDV's current price of $35.57, ERTS Wealth Advisors, LLC's estimated gain on his IDV holdings is $1.06 Mil, reflecting a 5.27% gain to date.

ERTS Wealth Advisors, LLC IDV ($35.57) Holding Chart

ERTS Wealth Advisors, LLC IDV ($35.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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