Beaird Harris Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Beaird Harris Wealth Management’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	$29K	Hold	699	–	–	﹤0.01%	308
2026 Q1	$29.8K	Sell	699 -120	-15%	-$5.04K	﹤0.01%	289
2025 Q4	$32.3K	Hold	819	–	–	﹤0.01%	296
2025 Q3	$29.9K	Sell	819 -65	-7%	-$2.34K	﹤0.01%	301
2025 Q2	$30.5K	Sell	884 -151	-15%	-$4.93K	﹤0.01%	298
2025 Q1	$32.1K	Sell	1,035 -80	-7%	-$2.35K	﹤0.01%	266
2024 Q4	$30.5K	Hold	1,115	–	–	﹤0.01%	276
2024 Q3	$33.7K	Hold	1,115	–	–	﹤0.01%	260
2024 Q2	$30.9K	Sell	1,115 -268	-19%	-$7.62K	﹤0.01%	265
2024 Q1	$38.8K	Buy	1,383 +25	+2%	+$691	﹤0.01%	219
2023 Q4	$38K	Sell	1,358 -289	-18%	-$7.54K	﹤0.01%	205
2023 Q3	$41.8K	Sell	1,647 -327	-17%	-$8.66K	0.01%	181
2023 Q2	$52K	Sell	1,974 -585	-23%	-$16K	0.01%	166
2023 Q1	$70.3K	Buy	2,559 +334	+15%	+$9.4K	0.01%	146
2022 Q4	$60.4K	Sell	2,225 -2,324	-51%	-$58.9K	0.01%	170
2022 Q3	$102K	Buy	4,549 +115	+3%	+$3.03K	0.02%	112
2022 Q2	$120K	Sell	4,434 -61	-1%	-$1.84K	0.03%	86
2022 Q1	$143K	Buy	4,495 +6	+0.1%	+$192	0.05%	104
2021 Q4	$140K	Buy	+4,489	New	+$139K	0.05%	133

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

Beaird Harris Wealth Management's IDV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 699 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Beaird Harris Wealth Management first reported a position in IDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $143K in Q1 2022. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Beaird Harris Wealth Management held 699 shares of iShares International Select Dividend ETF worth $29K as of Q2 2026.
Beaird Harris Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #308 holding.
Beaird Harris Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares International Select Dividend ETF position peaked at $143K in Q1 2022.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.