Independent Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Independent Financial Group’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	$399K	Sell	9,640 -777	-7%	-$34K	0.01%	1084
2026 Q1	$443K	Buy	+10,417	New	+$438K	0.01%	990
2023 Q4	–	Sell	-11,528	Closed	-$293K	–	982
2023 Q3	$293K	Sell	11,528 -2,157	-16%	-$57.2K	0.02%	668
2023 Q2	$360K	Sell	13,685 -6,314	-32%	-$172K	0.02%	572
2023 Q1	$550K	Buy	+19,999	New	+$563K	0.04%	430

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 Financial Group's IDV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares International Select Dividend ETF (IDV) stake by 7.5% in Q2 2026, selling an estimated $34K and leaving 9,640 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1084.

Independent Financial Group first reported a position in IDV in Q1 2023 and has held it in 5 quarters since. The position peaked at $550K in Q1 2023. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Independent Financial Group held 9,640 shares of iShares International Select Dividend ETF worth $399K as of Q2 2026.
Independent Financial Group sold 777 iShares International Select Dividend ETF shares in Q2 2026, an estimated $34K.
iShares International Select Dividend ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1084 holding.
Independent Financial Group first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 5 quarters since.
Independent Financial Group's iShares International Select Dividend ETF position peaked at $550K in Q1 2023.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.