Independent Advisor Alliance’s iShares International Select Dividend ETF IDV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-20,631	Closed	-$878K	–	1335
2026 Q1	$878K	Buy	+20,631	New	+$867K	0.01%	892
2025 Q1	–	Sell	-21,955	Closed	-$601K	–	1068
2024 Q4	$601K	Buy	+21,955	New	+$629K	0.01%	895
2020 Q1	–	Sell	-6,126	Closed	-$206K	–	604
2019 Q4	$206K	Buy	+6,126	New	+$197K	0.01%	811

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

Independent Advisor Alliance's IDV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 20,631 shares — an estimated $878K sold.

Independent Advisor Alliance first reported a position in IDV in Q4 2019 and held it in 3 quarters. The position peaked at $878K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 20,631 iShares International Select Dividend ETF shares in Q2 2026, an estimated $878K.
Independent Advisor Alliance first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares International Select Dividend ETF position peaked at $878K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.