Alteri Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Alteri Wealth’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	$2.12M	Buy	51,156 +3,526	+7%	+$154K	0.59%	30
2026 Q1	$2.03M	Buy	47,630 +4,224	+10%	+$178K	0.66%	25
2025 Q4	$1.71M	Buy	43,406 +1,476	+4%	+$55.9K	0.56%	29
2025 Q3	$1.53M	Buy	41,930 +10,937	+35%	+$394K	0.53%	33
2025 Q2	$1.07M	Buy	30,993 +13,415	+76%	+$438K	0.41%	55
2025 Q1	$545K	Buy	17,578 +1,692	+11%	+$49.7K	0.24%	103
2024 Q4	$435K	Buy	+15,886	New	+$455K	0.12%	133

Other funds holding IDV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Alteri Wealth's IDV Position: Q2 2026 in Review

Alteri Wealth increased its iShares International Select Dividend ETF (IDV) stake by 7.4% in Q2 2026, buying an estimated $154K and bringing the position to 51,156 shares worth $2.12M. The position accounts for 0.59% of the portfolio, ranked #30.

Alteri Wealth first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Alteri Wealth held 51,156 shares of iShares International Select Dividend ETF worth $2.12M as of Q2 2026.
Alteri Wealth bought 3,526 iShares International Select Dividend ETF shares in Q2 2026, an estimated $154K.
iShares International Select Dividend ETF made up 0.59% of Alteri Wealth's portfolio in Q2 2026, its #30 holding.
Alteri Wealth first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.