Advyzon Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Advyzon 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
2026 Q2	$541K	Sell	13,049 -1,021	-7%	-$44.7K	0.04%	448
2026 Q1	$599K	Buy	14,070 +3,485	+33%	+$146K	0.05%	345
2025 Q4	$418K	Buy	10,585 +435	+4%	+$16.5K	0.05%	361
2025 Q3	$371K	Buy	10,150 +101	+1%	+$3.63K	0.06%	278
2025 Q2	$347K	Buy	10,049 +1,574	+19%	+$51.4K	0.08%	247
2025 Q1	$263K	Buy	+8,475	New	+$249K	0.09%	210

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

Advyzon Investment Management's IDV Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares International Select Dividend ETF (IDV) stake by 7.3% in Q2 2026, selling an estimated $44.7K and leaving 13,049 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #448.

Advyzon Investment Management first reported a position in IDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $599K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Advyzon Investment Management held 13,049 shares of iShares International Select Dividend ETF worth $541K as of Q2 2026.
Advyzon Investment Management sold 1,021 iShares International Select Dividend ETF shares in Q2 2026, an estimated $44.7K.
iShares International Select Dividend ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #448 holding.
Advyzon Investment Management first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Advyzon Investment Management's iShares International Select Dividend ETF position peaked at $599K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.