Atlas Private Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Atlas Private Wealth Advisors’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	$331K	Hold	8,000	–	–	0.07%	106
2026 Q1	$340K	Hold	8,000	–	–	0.08%	97
2025 Q4	$316K	Hold	8,000	–	–	0.07%	104
2025 Q3	$292K	Sell	8,000 -8,000	-50%	-$288K	0.07%	114
2025 Q2	$552K	Sell	16,000 -6,400	-29%	-$209K	0.07%	115
2025 Q1	$695K	Hold	22,400	–	–	0.1%	94
2024 Q4	$613K	Hold	22,400	–	–	0.09%	98
2024 Q3	$677K	Hold	22,400	–	–	0.1%	85
2024 Q2	$620K	Buy	22,400 +11,200	+100%	+$318K	0.1%	84
2024 Q1	$314K	Sell	11,200 -11,200	-50%	-$309K	0.1%	82
2023 Q4	$627K	Sell	22,400 -92,780	-81%	-$2.42M	0.12%	73
2023 Q3	$2.93M	Hold	115,180	–	–	0.55%	28
2023 Q2	$3.03M	Buy	115,180 +58,190	+102%	+$1.59M	0.61%	24
2023 Q1	$1.57M	Hold	56,990	–	–	0.72%	25
2022 Q4	$1.55M	Sell	56,990 -380	-0.7%	-$9.64K	0.82%	22
2022 Q3	$1.29M	Buy	57,370 +1,830	+3%	+$48.2K	0.78%	29
2022 Q2	$1.51M	Buy	55,540 +33,290	+150%	+$1M	0.9%	24
2022 Q1	$707K	Buy	22,250 +1,265	+6%	+$40.5K	0.31%	70
2021 Q4	$654K	Buy	20,985 +9,785	+87%	+$303K	0.3%	79
2021 Q3	$341K	Hold	11,200	–	–	0.18%	108
2021 Q2	$363K	Sell	11,200 -300	-3%	-$9.89K	0.2%	92
2021 Q1	$362K	Hold	11,500	–	–	0.2%	86
2020 Q4	$339K	Buy	11,500 +2,000	+21%	+$54.7K	0.23%	83
2020 Q3	$237K	Sell	9,500 -225	-2%	-$5.84K	0.2%	88
2020 Q2	$244K	Buy	+9,725	New	+$234K	0.22%	93

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Atlas Private Wealth Advisors's IDV Position: Q2 2026 in Review

Atlas Private Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 8,000 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #106.

Atlas Private Wealth Advisors first reported a position in IDV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.03M in Q2 2023. 296 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Atlas Private Wealth Advisors held 8,000 shares of iShares International Select Dividend ETF worth $331K as of Q2 2026.
Atlas Private Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.07% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Atlas Private Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares International Select Dividend ETF position peaked at $3.03M in Q2 2023.
296 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.