Golden State Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Golden State Wealth Management’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	$2.55M	Sell	61,655 -34,209	-36%	-$1.5M	0.23%	99
2026 Q1	$4.08M	Sell	95,864 -2,136	-2%	-$89.8K	0.45%	43
2025 Q4	$3.87M	Buy	98,000 +6,289	+7%	+$238K	0.41%	48
2025 Q3	$3.35M	Buy	91,711 +7,316	+9%	+$263K	0.37%	52
2025 Q2	$2.91M	Buy	84,395 +82,569	+4,522%	+$2.7M	0.35%	51
2025 Q1	$56.7K	Sell	1,826 -3,563	-66%	-$105K	0.01%	565
2024 Q4	$148K	Buy	+5,389	New	+$154K	0.02%	367
2022 Q1	–	Sell	-6,508	Closed	-$203K	–	332
2021 Q4	$203K	Buy	+6,508	New	+$201K	0.04%	352
2021 Q3	–	Sell	-6,196	Closed	-$201K	–	317
2021 Q2	$201K	Buy	+6,196	New	+$204K	0.04%	291
2020 Q4	–	Sell	-4,743	Closed	-$118K	–	323
2020 Q3	$118K	Sell	4,743 -12,681	-73%	-$329K	0.04%	240
2020 Q2	$276K	Buy	17,424 +13,010	+295%	+$313K	0.09%	145
2020 Q1	$100K	Buy	+4,414	New	+$133K	0.04%	248
2019 Q4	–	Sell	-4,260	Closed	-$131K	–	462
2019 Q3	$131K	Buy	4,260 +29	+0.7%	+$876	0.04%	274
2019 Q2	$129K	Buy	4,231 +73	+2%	+$2.26K	0.04%	294
2019 Q1	$128K	Buy	+4,158	New	+$128K	0.04%	289

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

Golden State Wealth Management's IDV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 36% in Q2 2026, selling an estimated $1.5M and leaving 61,655 shares worth $2.55M. The position accounts for 0.23% of the portfolio, ranked #99.

Golden State Wealth Management first reported a position in IDV in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.08M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Golden State Wealth Management held 61,655 shares of iShares International Select Dividend ETF worth $2.55M as of Q2 2026.
Golden State Wealth Management sold 34,209 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.5M.
iShares International Select Dividend ETF made up 0.23% of Golden State Wealth Management's portfolio in Q2 2026, its #99 holding.
Golden State Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 15 quarters since.
Golden State Wealth Management's iShares International Select Dividend ETF position peaked at $4.08M in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.