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

Atria Wealth Solutions’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
2025 Q2	$1.33M	Sell	38,544 -13,504	-26%	-$441K	0.03%	538
2025 Q1	$1.61M	Buy	52,048 +4,068	+8%	+$119K	0.02%	711
2024 Q4	$1.31M	Buy	47,980 +8,658	+22%	+$248K	0.01%	813
2024 Q3	$1.19M	Sell	39,322 -3,874	-9%	-$113K	0.01%	849
2024 Q2	$1.2M	Sell	43,196 -2,172	-5%	-$61.7K	0.01%	814
2024 Q1	$1.27M	Sell	45,368 -660	-1%	-$18.2K	0.01%	806
2023 Q4	$1.29M	Sell	46,028 -1,663	-3%	-$43.4K	0.02%	764
2023 Q3	$1.22M	Sell	47,691 -4,371	-8%	-$116K	0.02%	728
2023 Q2	$1.37M	Buy	52,062 +523	+1%	+$14.3K	0.02%	715
2023 Q1	$1.42M	Sell	51,539 -18,175	-26%	-$512K	0.02%	672
2022 Q4	$1.89M	Sell	69,714 -8,494	-11%	-$215K	0.03%	540
2022 Q3	$1.76M	Sell	78,208 -45,208	-37%	-$1.19M	0.03%	529
2022 Q2	$3.35M	Buy	123,416 +19,503	+19%	+$587K	0.06%	317
2022 Q1	$3.3M	Buy	+103,913	New	+$3.33M	0.05%	343

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Atria Wealth Solutions's IDV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares International Select Dividend ETF (IDV) stake by 26% in Q2 2025, selling an estimated $441K and leaving 38,544 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #538.

Atria Wealth Solutions first reported a position in IDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.35M in Q2 2022. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Atria Wealth Solutions held 38,544 shares of iShares International Select Dividend ETF worth $1.33M as of Q2 2025.
Atria Wealth Solutions sold 13,504 iShares International Select Dividend ETF shares in Q2 2025, an estimated $441K.
iShares International Select Dividend ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #538 holding.
Atria Wealth Solutions first reported a position in iShares International Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares International Select Dividend ETF position peaked at $3.35M in Q2 2022.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.