IA
IDV icon

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

IFG 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
Q1 		– Sell
-6,780
Closed -$267K – 592
2025
Q4 		$267K Sell
6,780
-306
-4% -$11.6K 0.01% 664
2025
Q3 		$259K Sell
7,086
-106
-1% -$3.81K 0.01% 678
2025
Q2 		$248K Buy
7,192
+50
+0.7% +$1.63K 0.01% 658
2025
Q1 		$222K Sell
7,142
-1,709
-19% -$50.1K 0.01% 637
2024
Q4 		$242K Buy
+8,851
New +$254K 0.01% 589
2024
Q3 		– Sell
-8,827
Closed -$244K – 488
2024
Q2 		$244K Buy
+8,827
New +$251K 0.02% 550
2022
Q2 		– Sell
-6,571
Closed -$208K – 492
2022
Q1 		$208K Buy
+6,571
New +$210K 0.02% 466

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return