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

Alterna Wealth 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	–	Sell	-6,191	Closed	-$263K	–	116
2026 Q1	$263K	Sell	6,191 -5,731	-48%	-$241K	0.2%	87
2025 Q4	$470K	Hold	11,922	–	–	0.39%	64
2025 Q3	$436K	Sell	11,922 -72	-0.6%	-$2.59K	0.36%	63
2025 Q2	$414K	Hold	11,994	–	–	0.33%	65
2025 Q1	$372K	Sell	11,994 -109	-0.9%	-$3.2K	0.28%	64
2024 Q4	$331K	Hold	12,103	–	–	0.28%	67
2024 Q3	$366K	Buy	12,103 +100	+0.8%	+$2.91K	0.33%	64
2024 Q2	$332K	Hold	12,003	–	–	0.29%	76
2024 Q1	$337K	Hold	12,003	–	–	0.27%	66
2023 Q4	$336K	Sell	12,003 -769	-6%	-$20.1K	0.4%	57
2023 Q3	$324K	Sell	12,772 -1,566	-11%	-$41.5K	0.41%	58
2023 Q2	$378K	Hold	14,338	–	–	0.44%	50
2023 Q1	$394K	Sell	14,338 -246	-2%	-$6.92K	0.49%	50
2022 Q4	$396K	Hold	14,584	–	–	0.44%	47
2022 Q3	$329K	Hold	14,584	–	–	0.39%	52
2022 Q2	$396K	Hold	14,584	–	–	0.4%	50
2022 Q1	$463K	Hold	14,584	–	–	0.39%	51
2021 Q4	$455K	Buy	+14,584	New	+$451K	0.38%	53
2020 Q4	$432K	Hold	14,664	–	–	0.54%	46
2020 Q3	$366K	Hold	14,664	–	–	0.53%	43
2020 Q2	$368K	Hold	14,664	–	–	0.44%	57
2020 Q1	$331K	Hold	14,664	–	–	0.48%	48
2019 Q4	$492K	Sell	14,664 -72	-0.5%	-$2.31K	0.55%	41
2019 Q3	$453K	Sell	14,736 -3,844	-21%	-$116K	0.54%	44
2019 Q2	$571K	Hold	18,580	–	–	0.69%	41
2019 Q1	$573K	Sell	18,580 -537	-3%	-$16.6K	0.48%	55
2018 Q4	$549K	Buy	+19,117	New	+$586K	0.09%	160

Other funds holding IDV

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

JWWM

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

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Alterna Wealth Management's IDV Position: Q2 2026 in Review

Alterna Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 6,191 shares — an estimated $263K sold.

Alterna Wealth Management first reported a position in IDV in Q4 2018 and held it in 27 quarters. The position peaked at $573K in Q1 2019. 205 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Alterna Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Alterna Wealth Management sold 6,191 iShares International Select Dividend ETF shares in Q2 2026, an estimated $263K.
Alterna Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 27 quarters.
Alterna Wealth Management's iShares International Select Dividend ETF position peaked at $573K in Q1 2019.
205 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.