Horizon Family Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Horizon Family Wealth’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	$536K	Sell	12,944 -160	-1%	-$7.01K	0.24%	64
2026 Q1	$558K	Buy	13,104 +129	+1%	+$5.42K	0.29%	56
2025 Q4	$512K	Buy	12,975 +246	+2%	+$9.32K	0.27%	55
2025 Q3	$465K	Buy	12,729 +77	+0.6%	+$2.77K	0.27%	57
2025 Q2	$437K	Buy	12,652 +288	+2%	+$9.4K	0.27%	54
2025 Q1	$384K	Sell	12,364 -43	-0.3%	-$1.26K	0.26%	50
2024 Q4	$340K	Sell	12,407 -37	-0.3%	-$1.06K	0.23%	61
2024 Q3	$376K	Buy	12,444 +232	+2%	+$6.76K	0.27%	49
2024 Q2	$338K	Sell	12,212 -32	-0.3%	-$909	0.26%	51
2024 Q1	$343K	Buy	12,244 +77	+0.6%	+$2.13K	0.26%	50
2023 Q4	$341K	Sell	12,167 -948	-7%	-$24.7K	0.29%	45
2023 Q3	$333K	Hold	13,115	–	–	0.32%	41
2023 Q2	$345K	Buy	13,115 +2,107	+19%	+$57.5K	0.33%	41
2023 Q1	$303K	Buy	+11,008	New	+$310K	0.32%	44

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

Horizon Family Wealth's IDV Position: Q2 2026 in Review

Horizon Family Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 1.2% in Q2 2026, selling an estimated $7.01K and leaving 12,944 shares worth $536K. The position accounts for 0.24% of the portfolio, ranked #64.

Horizon Family Wealth first reported a position in IDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $558K in Q1 2026. 628 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Horizon Family Wealth held 12,944 shares of iShares International Select Dividend ETF worth $536K as of Q2 2026.
Horizon Family Wealth sold 160 iShares International Select Dividend ETF shares in Q2 2026, an estimated $7.01K.
iShares International Select Dividend ETF made up 0.24% of Horizon Family Wealth's portfolio in Q2 2026, its #64 holding.
Horizon Family Wealth first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Horizon Family Wealth's iShares International Select Dividend ETF position peaked at $558K in Q1 2026.
628 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.