Axis Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Axis Wealth 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	$1.43M	Buy	34,550 +147	+0.4%	+$6.44K	0.69%	41
2026 Q1	$1.46M	Sell	34,403 -113	-0.3%	-$4.75K	0.78%	35
2025 Q4	$1.36M	Buy	34,516 +98	+0.3%	+$3.71K	0.75%	36
2025 Q3	$1.26M	Sell	34,418 -152	-0.4%	-$5.47K	0.74%	40
2025 Q2	$1.19M	Sell	34,570 -339	-1%	-$11.1K	0.78%	38
2025 Q1	$1.08M	Sell	34,909 -985	-3%	-$28.9K	0.8%	35
2024 Q4	$983K	Buy	+35,894	New	+$1.03M	0.83%	37

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

Axis Wealth Partners's IDV Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares International Select Dividend ETF (IDV) stake by 0.43% in Q2 2026, buying an estimated $6.44K and bringing the position to 34,550 shares worth $1.43M. The position accounts for 0.69% of the portfolio, ranked #41.

Axis Wealth Partners first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Axis Wealth Partners held 34,550 shares of iShares International Select Dividend ETF worth $1.43M as of Q2 2026.
Axis Wealth Partners bought 147 iShares International Select Dividend ETF shares in Q2 2026, an estimated $6.44K.
iShares International Select Dividend ETF made up 0.69% of Axis Wealth Partners's portfolio in Q2 2026, its #41 holding.
Axis Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares International Select Dividend ETF position peaked at $1.46M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

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