Avantax Planning Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Avantax Planning Partners’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	$2.15M	Sell	51,943 -2,669	-5%	-$117K	0.05%	137
2026 Q1	$2.32M	Sell	54,612 -801	-1%	-$33.7K	0.06%	126
2025 Q4	$2.19M	Sell	55,413 -2,487	-4%	-$94.3K	0.06%	128
2025 Q3	$2.12M	Sell	57,900 -2,334	-4%	-$84K	0.06%	125
2025 Q2	$2.08M	Buy	60,234 +25,380	+73%	+$829K	0.07%	129
2025 Q1	$1.08M	Buy	34,854 +11,722	+51%	+$344K	0.04%	181
2024 Q4	$633K	Buy	23,132 +7,582	+49%	+$217K	0.02%	224
2024 Q3	$470K	Sell	15,550 -87,055	-85%	-$2.54M	0.02%	268
2024 Q2	$2.84M	Sell	102,605 -112,686	-52%	-$3.2M	0.09%	120
2024 Q1	$6.04M	Sell	215,291 -984	-0.5%	-$27.2K	0.2%	81
2023 Q4	$6.05M	Sell	216,275 -23,252	-10%	-$606K	0.23%	54
2023 Q3	$6.08M	Buy	239,527 +4,499	+2%	+$119K	0.25%	48
2023 Q2	$6.19M	Buy	235,028 +1,729	+0.7%	+$47.2K	0.25%	51
2023 Q1	$6.41M	Sell	233,299 -468	-0.2%	-$13.2K	0.26%	49
2022 Q4	$6.35M	Buy	233,767 +60,448	+35%	+$1.53M	0.25%	51
2022 Q3	$3.9M	Sell	173,319 -2,454	-1%	-$64.6K	0.18%	67
2022 Q2	$4.77M	Buy	+175,773	New	+$5.29M	0.2%	60
2018 Q4	–	Sell	-939	Closed	-$31K	–	703
2018 Q3	$31K	Buy	+939	New	+$30.7K	﹤0.01%	601
2018 Q2	–	Sell	-939	Closed	-$31K	–	796
2018 Q1	$31K	Buy	+939	New	+$32K	﹤0.01%	637

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avantax Planning Partners's IDV Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares International Select Dividend ETF (IDV) stake by 4.9% in Q2 2026, selling an estimated $117K and leaving 51,943 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #137.

Avantax Planning Partners first reported a position in IDV in Q1 2018 and has held it in 19 quarters since. The position peaked at $6.41M in Q1 2023. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Avantax Planning Partners held 51,943 shares of iShares International Select Dividend ETF worth $2.15M as of Q2 2026.
Avantax Planning Partners sold 2,669 iShares International Select Dividend ETF shares in Q2 2026, an estimated $117K.
iShares International Select Dividend ETF made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #137 holding.
Avantax Planning Partners first reported a position in iShares International Select Dividend ETF in Q1 2018 and has held it in 19 quarters since.
Avantax Planning Partners's iShares International Select Dividend ETF position peaked at $6.41M in Q1 2023.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.