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

Clearstead 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 		$1.19M Buy
28,732
+1,899
+7% +$83.2K 0.01% 507
2026
Q1 		$1.14M Buy
26,833
+1,275
+5% +$53.6K 0.01% 479
2025
Q4 		$1.01M Buy
25,558
+44
+0.2% +$1.67K 0.01% 474
2025
Q3 		$933K Buy
25,514
+2,539
+11% +$91.4K 0.01% 486
2025
Q2 		$793K Buy
22,975
+1,520
+7% +$49.6K 0.01% 496
2025
Q1 		$666K Sell
21,455
-1,750
-8% -$51.4K 0.01% 504
2024
Q4 		$635K Sell
23,205
-11,150
-32% -$319K 0.01% 513
2024
Q3 		$1.04M Buy
34,355
+5,029
+17% +$146K 0.02% 412
2024
Q2 		$811K Buy
29,326
+689
+2% +$19.6K 0.01% 435
2024
Q1 		$836K Buy
28,637
+3,483
+14% +$96.2K 0.04% 249
2023
Q4 		$704K Sell
25,154
-24,086
-49% -$628K 0.04% 267
2023
Q3 		$1.25M Buy
49,240
+29,273
+147% +$776K 0.04% 271
2023
Q2 		$526K Buy
19,967
+2,500
+14% +$68.2K 0.03% 285
2023
Q1 		$480K Buy
17,467
+17,320
+11,782% +$488K 0.03% 270
2022
Q4 		$3.99K Buy
147
+100
+213% +$2.54K ﹤0.01% 1007
2022
Q3 		$1K Buy
+47
New +$1.24K ﹤0.01% 1159

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

Clearstead Advisors's IDV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares International Select Dividend ETF (IDV) stake by 7.1% in Q2 2026, buying an estimated $83.2K and bringing the position to 28,732 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #507.

Clearstead Advisors first reported a position in IDV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q3 2023. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Clearstead Advisors held 28,732 shares of iShares International Select Dividend ETF worth $1.19M as of Q2 2026.
  • Clearstead Advisors bought 1,899 iShares International Select Dividend ETF shares in Q2 2026, an estimated $83.2K.
  • iShares International Select Dividend ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #507 holding.
  • Clearstead Advisors first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Advisors's iShares International Select Dividend ETF position peaked at $1.25M in Q3 2023.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.