GIA
IDV icon

Gladstone Institutional Advisory’s iShares International Select Dividend ETF IDV Stock Holding History

Gladstone Institutional Advisory’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 		$525K Buy
12,669
+270
+2% +$11.8K 0.02% 579
2026
Q1 		$528K Sell
12,399
-139
-1% -$5.84K 0.02% 530
2025
Q4 		$495K Sell
12,538
-163
-1% -$6.18K 0.02% 504
2025
Q3 		$464K Buy
12,701
+416
+3% +$15K 0.02% 533
2025
Q2 		$424K Buy
12,285
+108
+0.9% +$3.53K 0.02% 539
2025
Q1 		$378K Buy
12,177
+825
+7% +$24.2K 0.02% 539
2024
Q4 		$311K Buy
11,352
+189
+2% +$5.41K 0.01% 573
2024
Q3 		$337K Buy
11,163
+40
+0.4% +$1.17K 0.02% 545
2024
Q2 		$308K Buy
11,123
+451
+4% +$12.8K 0.02% 535
2024
Q1 		$299K Sell
10,672
-334
-3% -$9.23K 0.02% 528
2023
Q4 		$308K Sell
11,006
-192
-2% -$5.01K 0.02% 518
2023
Q3 		$284K Sell
11,198
-1,587
-12% -$42.1K 0.02% 506
2023
Q2 		$337K Sell
12,785
-18
-0.1% -$491 0.02% 497
2023
Q1 		$352K Buy
12,803
+1,953
+18% +$55K 0.02% 484
2022
Q4 		$295K Sell
10,850
-560
-5% -$14.2K 0.02% 500
2022
Q3 		$257K Buy
11,410
+1,057
+10% +$27.8K 0.02% 530
2022
Q2 		$281K Buy
10,353
+1,277
+14% +$38.5K 0.02% 518
2022
Q1 		$288K Buy
9,076
+51
+0.6% +$1.63K 0.02% 558
2021
Q4 		$281K Sell
9,025
-777
-8% -$24K 0.02% 491
2021
Q3 		$298K Buy
9,802
+989
+11% +$31.8K 0.03% 428
2021
Q2 		$286K Buy
8,813
+223
+3% +$7.35K 0.03% 411
2021
Q1 		$270K Buy
+8,590
New +$267K 0.04% 337

Other funds holding IDV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Gladstone Institutional Advisory's IDV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares International Select Dividend ETF (IDV) stake by 2.2% in Q2 2026, buying an estimated $11.8K and bringing the position to 12,669 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #579.

Gladstone Institutional Advisory first reported a position in IDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $528K in Q1 2026. 232 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Gladstone Institutional Advisory held 12,669 shares of iShares International Select Dividend ETF worth $525K as of Q2 2026.
  • Gladstone Institutional Advisory bought 270 iShares International Select Dividend ETF shares in Q2 2026, an estimated $11.8K.
  • iShares International Select Dividend ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #579 holding.
  • Gladstone Institutional Advisory first reported a position in iShares International Select Dividend ETF in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's iShares International Select Dividend ETF position peaked at $528K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.