Atria Investments’s iShares International Select Dividend ETF IDV Stock Holding History

Atria Investments’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 Q1	$1.04M	Sell	24,488 -2,032	-8%	-$85.4K	0.01%	1037
2025 Q4	$1.05M	Buy	26,520 +3,541	+15%	+$134K	0.01%	1032
2025 Q3	$840K	Sell	22,979 -1,556	-6%	-$56K	0.01%	1142
2025 Q2	$847K	Sell	24,535 -62	-0.3%	-$2.02K	0.01%	1130
2025 Q1	$763K	Buy	24,597 +1,131	+5%	+$33.2K	0.01%	1122
2024 Q4	$642K	Sell	23,466 -142	-0.6%	-$4.07K	0.01%	1198
2024 Q3	$714K	Buy	23,608 +578	+3%	+$16.8K	0.01%	1149
2024 Q2	$637K	Buy	+23,030	New	+$654K	0.01%	1184
2020 Q1	–	Sell	-19,610	Closed	-$658K	–	835
2019 Q4	$658K	Buy	19,610 +319	+2%	+$10.2K	0.02%	690
2019 Q3	$593K	Sell	19,291 -700	-4%	-$21.1K	0.02%	545
2019 Q2	$576K	Buy	19,991 +1,834	+10%	+$56.9K	0.02%	544
2019 Q1	$560K	Sell	18,157 -823	-4%	-$25.4K	0.02%	499
2018 Q4	$545K	Sell	18,980 -6,386	-25%	-$196K	0.02%	474
2018 Q3	$828K	Sell	25,366 -28,464	-53%	-$931K	0.03%	450
2018 Q2	$1.73M	Sell	53,830 -5,630	-9%	-$188K	0.08%	258
2018 Q1	$1.96M	Sell	59,460 -24,166	-29%	-$822K	0.09%	226
2017 Q4	$2.83M	Buy	83,626 +31,709	+61%	+$1.06M	0.14%	164
2017 Q3	$1.75M	Buy	51,917 +355	+0.7%	+$11.9K	0.1%	211
2017 Q2	$1.69M	Buy	51,562 +1,156	+2%	+$37.5K	0.1%	206
2017 Q1	$1.59M	Buy	50,406 +304	+0.6%	+$9.37K	0.1%	206
2016 Q4	$1.48M	Buy	50,102 +2,412	+5%	+$70.5K	0.11%	190
2016 Q3	$1.43M	Sell	47,690 -2,216	-4%	-$65.5K	0.13%	146
2016 Q2	$1.41M	Buy	49,906 +29,961	+150%	+$870K	0.15%	116
2016 Q1	$578K	Sell	19,945 -970	-5%	-$26.7K	0.07%	218
2015 Q4	$557K	Buy	20,915 +9,131	+77%	+$269K	0.06%	210
2015 Q3	$331K	Buy	11,784 +1,427	+14%	+$43.6K	0.05%	246
2015 Q2	$335K	Buy	10,357 +1,881	+22%	+$64.8K	0.04%	303
2015 Q1	$285K	Buy	8,476 +878	+12%	+$30.2K	0.03%	330
2014 Q4	$256K	Buy	7,598 +479	+7%	+$16.8K	0.03%	358
2014 Q3	$255K	Buy	+7,119	New	+$274K	0.03%	404

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's IDV Position: Q1 2026 in Review

Atria Investments reduced its iShares International Select Dividend ETF (IDV) stake by 7.7% in Q1 2026, selling an estimated $85.4K and leaving 24,488 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1037.

Atria Investments first reported a position in IDV in Q3 2014 and has held it in 30 quarters since. The position peaked at $2.83M in Q4 2017. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Atria Investments held 24,488 shares of iShares International Select Dividend ETF worth $1.04M as of Q1 2026.
Atria Investments sold 2,032 iShares International Select Dividend ETF shares in Q1 2026, an estimated $85.4K.
iShares International Select Dividend ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1037 holding.
Atria Investments first reported a position in iShares International Select Dividend ETF in Q3 2014 and has held it in 30 quarters since.
Atria Investments's iShares International Select Dividend ETF position peaked at $2.83M in Q4 2017.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.