Betterment LLC
IDV icon

Betterment LLC’s iShares International Select Dividend ETF IDV Stock Holding History

Betterment LLC’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 		$643K Buy
15,510
+2,234
+17% +$97.8K ﹤0.01% 432
2026
Q1 		$565K Buy
13,276
+3,643
+38% +$153K ﹤0.01% 414
2025
Q4 		$380K Buy
9,633
+89
+0.9% +$3.37K ﹤0.01% 454
2025
Q3 		$349K Buy
9,544
+846
+10% +$30.4K ﹤0.01% 438
2025
Q2 		$300K Buy
+8,698
New +$284K ﹤0.01% 431
2020
Q1 		– Sell
-7,544
Closed -$253K – 113
2019
Q4 		$253K Buy
7,544
+634
+9% +$20.4K ﹤0.01% 109
2019
Q3 		$212K Hold
6,910
– – ﹤0.01% 111
2019
Q2 		$212K Buy
6,910
+115
+2% +$3.57K ﹤0.01% 111
2019
Q1 		$210K Sell
6,795
-1,083
-14% -$33.4K ﹤0.01% 107
2018
Q4 		$226K Buy
7,878
+1,134
+17% +$34.8K ﹤0.01% 99
2018
Q3 		$220K Buy
+6,744
New +$221K ﹤0.01% 97

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's IDV Position: Q2 2026 in Review

Betterment LLC increased its iShares International Select Dividend ETF (IDV) stake by 17% in Q2 2026, buying an estimated $97.8K and bringing the position to 15,510 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Betterment LLC first reported a position in IDV in Q3 2018 and has held it in 11 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Betterment LLC held 15,510 shares of iShares International Select Dividend ETF worth $643K as of Q2 2026.
  • Betterment LLC bought 2,234 iShares International Select Dividend ETF shares in Q2 2026, an estimated $97.8K.
  • iShares International Select Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #432 holding.
  • Betterment LLC first reported a position in iShares International Select Dividend ETF in Q3 2018 and has held it in 11 quarters since.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.