DHJJ Financial Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

DHJJ Financial Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.35K	Sell	271 -26	-9%	-$912	﹤0.01%	618
2026 Q1	$10.2K	Hold	297	–	–	﹤0.01%	607
2025 Q4	$10.1K	Buy	297 +1	+0.3%	+$34	﹤0.01%	574
2025 Q3	$9.91K	Buy	296 +1	+0.3%	+$34	﹤0.01%	559
2025 Q2	$9.78K	Hold	295	–	–	﹤0.01%	550
2025 Q1	$8.94K	Buy	295 +1	+0.3%	+$29	﹤0.01%	523
2024 Q4	$8.19K	Hold	294	–	–	﹤0.01%	515
2024 Q3	$8.94K	Hold	294	–	–	﹤0.01%	510
2024 Q2	$8.01K	Sell	294 -172	-37%	-$4.77K	﹤0.01%	478
2024 Q1	$13.1K	Buy	466 +1	+0.2%	+$28	0.01%	415
2023 Q4	$13.1K	Buy	465 +1	+0.2%	+$27	0.01%	410
2023 Q3	$12.1K	Buy	+464	New	+$12.6K	0.01%	414

Other funds holding IDLV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

DHJJ Financial Advisors's IDLV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 8.8% in Q2 2026, selling an estimated $912 and leaving 271 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

DHJJ Financial Advisors first reported a position in IDLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.1K in Q4 2023. 105 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

DHJJ Financial Advisors held 271 shares of Invesco S&P International Developed Low Volatility ETF worth $9.35K as of Q2 2026.
DHJJ Financial Advisors sold 26 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $912.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #618 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $13.1K in Q4 2023.
105 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.