Elwood & Goetz Wealth Advisory Group’s iShares International Select Dividend ETF IDV Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$205K	Hold	4,942	–	–	0.03%	145
2026 Q1	$210K	Buy	+4,942	New	+$208K	0.04%	136

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

Elwood & Goetz Wealth Advisory Group's IDV Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 4,942 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #145.

Elwood & Goetz Wealth Advisory Group first reported a position in IDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,942 shares of iShares International Select Dividend ETF worth $205K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #145 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares International Select Dividend ETF position peaked at $210K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.