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

HHM 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 Q2	$267K	Hold	6,443	–	–	0.03%	183
2026 Q1	$274K	Sell	6,443 -1,360	-17%	-$57.2K	0.03%	164
2025 Q4	$308K	Buy	7,803 +7,685	+6,513%	+$291K	0.04%	149
2025 Q3	$4.31K	Sell	118 -715	-86%	-$25.7K	﹤0.01%	741
2025 Q2	$28.7K	Hold	833	–	–	﹤0.01%	454
2025 Q1	$25.8K	Hold	833	–	–	﹤0.01%	469
2024 Q4	$22.8K	Hold	833	–	–	﹤0.01%	480
2024 Q3	$25.2K	Sell	833 -85	-9%	-$2.48K	﹤0.01%	434
2024 Q2	$25.4K	Hold	918	–	–	﹤0.01%	424
2024 Q1	$25.7K	Sell	918 -115	-11%	-$3.18K	﹤0.01%	384
2023 Q4	$28.9K	Hold	1,033	–	–	0.01%	363
2023 Q3	$26.2K	Hold	1,033	–	–	0.01%	363
2023 Q2	$27.2K	Hold	1,033	–	–	0.01%	378
2023 Q1	$28.4K	Hold	1,033	–	–	0.01%	362
2022 Q4	$28.1K	Sell	1,033 -2,130	-67%	-$54K	0.01%	318
2022 Q3	$71K	Buy	3,163 +1,745	+123%	+$46K	0.02%	189
2022 Q2	$39K	Hold	1,418	–	–	0.01%	312
2022 Q1	$45K	Hold	1,418	–	–	0.01%	325
2021 Q4	$44K	Buy	1,418 +118	+9%	+$3.65K	0.01%	323
2021 Q3	$40K	Hold	1,300	–	–	0.01%	325
2021 Q2	$42K	Hold	1,300	–	–	0.01%	323
2021 Q1	$41K	Hold	1,300	–	–	0.01%	304
2020 Q4	$38K	Hold	1,300	–	–	0.01%	289
2020 Q3	$32K	Buy	+1,300	New	+$33.7K	0.01%	271

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

HHM Wealth Advisors's IDV Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 6,443 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #183.

HHM Wealth Advisors first reported a position in IDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $308K in Q4 2025. 210 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

HHM Wealth Advisors held 6,443 shares of iShares International Select Dividend ETF worth $267K as of Q2 2026.
HHM Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #183 holding.
HHM Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
HHM Wealth Advisors's iShares International Select Dividend ETF position peaked at $308K in Q4 2025.
210 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.