Avantax Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

Avantax Advisory Services’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	$3.97M	Sell	115,165 -11,526	-9%	-$376K	0.02%	531
2025 Q1	$3.93M	Buy	126,691 +7,621	+6%	+$224K	0.02%	496
2024 Q4	$3.26M	Sell	119,070 -7,146	-6%	-$205K	0.02%	529
2024 Q3	$3.82M	Sell	126,216 -3,729	-3%	-$109K	0.03%	475
2024 Q2	$3.6M	Sell	129,945 -5,158	-4%	-$147K	0.03%	472
2024 Q1	$3.79M	Sell	135,103 -16,864	-11%	-$466K	0.03%	373
2023 Q4	$4.25M	Buy	151,967 +4,782	+3%	+$125K	0.04%	308
2023 Q3	$3.74M	Sell	147,185 -4,813	-3%	-$128K	0.04%	309
2023 Q2	$4M	Sell	151,998 -1,383	-0.9%	-$37.7K	0.05%	304
2023 Q1	$4.22M	Sell	153,381 -9,372	-6%	-$264K	0.05%	278
2022 Q4	$4.42M	Sell	162,753 -27,557	-14%	-$699K	0.06%	247
2022 Q3	$4.29M	Buy	190,310 +801	+0.4%	+$21.1K	0.07%	229
2022 Q2	$5.15M	Buy	189,509 +9,752	+5%	+$294K	0.08%	196
2022 Q1	$5.71M	Buy	179,757 +12,283	+7%	+$393K	0.08%	180
2021 Q4	$5.22M	Sell	167,474 -1,082	-0.6%	-$33.5K	0.08%	191
2021 Q3	$5.13M	Buy	168,556 +16,686	+11%	+$536K	0.09%	174
2021 Q2	$4.92M	Buy	151,870 +2,400	+2%	+$79.1K	0.09%	174
2021 Q1	$4.71M	Buy	149,470 +6,712	+5%	+$209K	0.1%	155
2020 Q4	$4.21M	Sell	142,758 -66,462	-32%	-$1.82M	0.1%	154
2020 Q3	$5.21M	Buy	209,220 +31,060	+17%	+$806K	0.08%	205
2020 Q2	$4.47M	Sell	178,160 -520	-0.3%	-$12.5K	0.13%	124
2020 Q1	$4.04M	Buy	178,680 +2,295	+1%	+$69.2K	0.12%	117
2019 Q4	$5.92M	Buy	176,385 +25,737	+17%	+$827K	0.14%	99
2019 Q3	$4.62M	Sell	150,648 -21,252	-12%	-$642K	0.19%	66
2019 Q2	$5.28M	Sell	171,900 -3,297	-2%	-$102K	0.23%	51
2019 Q1	$5.41M	Sell	175,197 -783	-0.4%	-$24.1K	0.29%	43
2018 Q4	$5.05M	Buy	+175,980	New	+$5.4M	0.85%	28

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Avantax Advisory Services's IDV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares International Select Dividend ETF (IDV) stake by 9.1% in Q2 2025, selling an estimated $376K and leaving 115,165 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #531.

Avantax Advisory Services first reported a position in IDV in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.92M in Q4 2019. 509 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Avantax Advisory Services held 115,165 shares of iShares International Select Dividend ETF worth $3.97M as of Q2 2025.
Avantax Advisory Services sold 11,526 iShares International Select Dividend ETF shares in Q2 2025, an estimated $376K.
iShares International Select Dividend ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #531 holding.
Avantax Advisory Services first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares International Select Dividend ETF position peaked at $5.92M in Q4 2019.
509 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.