Sterling Wealth Advisors Inc IDV Holdings History
Sterling Wealth Advisors Inc's iShares International Select Dividend ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 139,375.00 shares of iShares International Select Dividend ETF(IDV), totaling $4.32 Mil. This investment constitutes 3.33% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.1% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.34 for 3,516.00 shares. Based on historical transaction data and IDV's current price of $35.05, Sterling Wealth Advisors Inc's estimated gain on his IDV holdings is $898,712.77, reflecting a 21.98% gain to date.
Sterling Wealth Advisors Inc IDV ($35.05) Holding Chart
Sterling Wealth Advisors Inc IDV ($35.05) 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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