HWA
IDV icon

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

Heartwood Wealth 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
Q3 		$6.41M Buy
151,882
+641
+0.4% +$28.1K 0.51% 40
2026
Q2 		$6.27M Buy
151,241
+4,675
+3% +$205K 0.49% 40
2026
Q1 		$6.24M Sell
146,566
-27,585
-16% -$1.16M 0.54% 39
2025
Q4 		$6.87M Buy
174,151
+10,544
+6% +$400K 0.63% 31
2025
Q3 		$5.98M Buy
163,607
+7,967
+5% +$287K 0.56% 32
2025
Q2 		$5.37M Buy
155,640
+3,613
+2% +$118K 0.56% 33
2025
Q1 		$4.72M Buy
152,027
+16,706
+12% +$490K 0.54% 34
2024
Q4 		$3.71M Buy
135,321
+140
+0.1% +$4.01K 0.42% 33
2024
Q3 		$4.09M Buy
135,181
+4,040
+3% +$118K 0.45% 33
2024
Q2 		$3.63M Buy
131,141
+2,721
+2% +$77.3K 0.43% 33
2024
Q1 		$3.6M Sell
128,420
-1,072
-0.8% -$29.6K 0.44% 32
2023
Q4 		$3.62M Sell
129,492
-68
-0.1% -$1.77K 0.48% 29
2023
Q3 		$3.29M Sell
129,560
-104,647
-45% -$2.77M 0.49% 32
2023
Q2 		$6.17M Buy
234,207
+14,710
+7% +$401K 0.87% 24
2023
Q1 		$6.03M Buy
219,497
+32,475
+17% +$914K 0.9% 24
2022
Q4 		$5.08M Buy
187,022
+38,301
+26% +$971K 0.8% 25
2022
Q3 		$3.35M Buy
148,721
+15,375
+12% +$405K 0.58% 29
2022
Q2 		$3.62M Buy
133,346
+8,152
+7% +$246K 0.6% 27
2022
Q1 		$3.98M Buy
125,194
+24,571
+24% +$786K 0.59% 26
2021
Q4 		$3.14M Buy
100,623
+8,576
+9% +$265K 0.47% 31
2021
Q3 		$2.8M Buy
92,047
+1,900
+2% +$61K 0.44% 32
2021
Q2 		$2.92M Buy
90,147
+43,881
+95% +$1.45M 0.45% 32
2021
Q1 		$1.46M Buy
46,266
+21,817
+89% +$678K 0.23% 38
2020
Q4 		$721K Buy
+24,449
New +$668K 0.12% 41

Other funds holding IDV

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Heartwood Wealth Advisors's IDV Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 0.42% in Q3 2026, buying an estimated $28.1K and bringing the position to 151,882 shares worth $6.41M. The position accounts for 0.51% of the portfolio, ranked #40.

Heartwood Wealth Advisors first reported a position in IDV in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.87M in Q4 2025. 22 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Heartwood Wealth Advisors held 151,882 shares of iShares International Select Dividend ETF worth $6.41M as of Q3 2026.
  • Heartwood Wealth Advisors bought 641 iShares International Select Dividend ETF shares in Q3 2026, an estimated $28.1K.
  • iShares International Select Dividend ETF made up 0.51% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Heartwood Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • Heartwood Wealth Advisors's iShares International Select Dividend ETF position peaked at $6.87M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.