Institute for Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Institute for Wealth Management’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	$18.2K	Buy	+439	New	+$19.2K	﹤0.01%	1161
2020 Q1	–	Sell	-745	Closed	-$25K	–	507
2019 Q4	$25K	Buy	+745	New	+$23.9K	0.01%	551

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 22.9% 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

Institute for Wealth Management's IDV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares International Select Dividend ETF (IDV) in Q2 2026: 439 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IDV as recently as Q4 2019.

Institute for Wealth Management first reported a position in IDV in Q4 2019 and has held it in 2 quarters since. The position peaked at $25K in Q4 2019. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Institute for Wealth Management held 439 shares of iShares International Select Dividend ETF worth $18.2K as of Q2 2026.
iShares International Select Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
iShares International Select Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1161 holding.
Institute for Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's iShares International Select Dividend ETF position peaked at $25K in Q4 2019.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.