Centerpoint Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Centerpoint Advisors’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	$95K	Buy	2,298 +57	+3%	+$2.5K	0.03%	125
2026 Q1	$95K	Buy	2,241 +111	+5%	+$4.67K	0.03%	117
2025 Q4	$84K	Buy	2,130 +32	+2%	+$1.21K	0.03%	130
2025 Q3	$77K	Buy	2,098 +22	+1%	+$792	0.02%	139
2025 Q2	$72K	Buy	2,076 +47	+2%	+$1.53K	0.02%	134
2025 Q1	$63K	Buy	2,029 +812	+67%	+$23.8K	0.02%	149
2024 Q4	$33K	Buy	1,217 +17	+1%	+$487	0.01%	205
2024 Q3	$36K	Buy	1,200 +17	+1%	+$495	0.01%	203
2024 Q2	$33K	Sell	1,183 -351	-23%	-$9.97K	0.01%	212
2024 Q1	$43K	Buy	1,534 +10	+0.7%	+$276	0.02%	183
2023 Q4	$43K	Buy	1,524 +37	+2%	+$965	0.02%	166
2023 Q3	$38K	Hold	1,487	–	–	0.02%	168
2023 Q2	$39K	Buy	1,487 +30	+2%	+$819	0.02%	178
2023 Q1	$40K	Buy	1,457 +8	+0.6%	+$225	0.02%	180
2022 Q4	$39K	Buy	1,449 +15	+1%	+$380	0.02%	158
2022 Q3	$32K	Buy	1,434 +27	+2%	+$711	0.02%	159
2022 Q2	$38K	Buy	1,407 +23	+2%	+$693	0.02%	157
2022 Q1	$44K	Buy	1,384 +12	+0.9%	+$384	0.02%	154
2021 Q4	$43K	Buy	1,372 +10	+0.7%	+$309	0.02%	139
2021 Q3	$41K	Buy	1,362 +400	+42%	+$12.8K	0.02%	137
2021 Q2	$31K	Buy	+962	New	+$31.7K	0.01%	150

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

Centerpoint Advisors's IDV Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares International Select Dividend ETF (IDV) stake by 2.5% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,298 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #125.

Centerpoint Advisors first reported a position in IDV in Q2 2021 and has held it in 21 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Centerpoint Advisors held 2,298 shares of iShares International Select Dividend ETF worth $95K as of Q2 2026.
Centerpoint Advisors bought 57 iShares International Select Dividend ETF shares in Q2 2026, an estimated $2.5K.
iShares International Select Dividend ETF made up 0.03% of Centerpoint Advisors's portfolio in Q2 2026, its #125 holding.
Centerpoint Advisors first reported a position in iShares International Select Dividend ETF in Q2 2021 and has held it in 21 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.