Avidian Wealth Enterprises’s iShares International Select Dividend ETF IDV Stock Holding History

Avidian Wealth Enterprises’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 Q3	$1.49M	Sell	35,279 -5,016	-12%	-$220K	0.04%	258
2026 Q2	$1.67M	Buy	40,295 +208	+0.5%	+$9.11K	0.05%	243
2026 Q1	$1.71M	Buy	+40,087	New	+$1.68M	0.05%	219
2016 Q4	–	Sell	-10,929	Closed	-$328K	–	88
2016 Q3	$328K	Hold	10,929	–	–	0.13%	49
2016 Q2	$313K	Sell	10,929 -389	-3%	-$11.3K	0.11%	45
2016 Q1	$328K	Hold	11,318	–	–	0.18%	40
2015 Q4	$324K	Hold	11,318	–	–	0.16%	24
2015 Q3	$318K	Buy	+11,318	New	+$346K	0.2%	21
2015 Q1	–	Sell	-87,765	Closed	-$2.96M	–	41
2014 Q4	$2.96M	Buy	+87,765	New	+$3.08M	1.22%	13

Other funds holding IDV

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Avidian Wealth Enterprises's IDV Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares International Select Dividend ETF (IDV) stake by 12% in Q3 2026, selling an estimated $220K and leaving 35,279 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #258.

Avidian Wealth Enterprises first reported a position in IDV in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2014. 22 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Avidian Wealth Enterprises held 35,279 shares of iShares International Select Dividend ETF worth $1.49M as of Q3 2026.
Avidian Wealth Enterprises sold 5,016 iShares International Select Dividend ETF shares in Q3 2026, an estimated $220K.
iShares International Select Dividend ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #258 holding.
Avidian Wealth Enterprises first reported a position in iShares International Select Dividend ETF in Q4 2014 and has held it in 9 quarters since.
Avidian Wealth Enterprises's iShares International Select Dividend ETF position peaked at $2.96M in Q4 2014.
22 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.