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

Integris 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	$561K	Hold	13,541	–	–	0.11%	64
2026 Q1	$576K	Sell	13,541 -2,053	-13%	-$86.3K	0.13%	53
2025 Q4	$615K	Sell	15,594 -639	-4%	-$24.2K	0.14%	54
2025 Q3	$593K	Sell	16,233 -153	-0.9%	-$5.51K	0.14%	55
2025 Q2	$565K	Sell	16,386 -598	-4%	-$19.5K	0.15%	53
2025 Q1	$527K	Sell	16,984 -322	-2%	-$9.45K	0.15%	47
2024 Q4	$474K	Sell	17,306 -471	-3%	-$13.5K	0.13%	57
2024 Q3	$537K	Buy	17,777 +181	+1%	+$5.27K	0.15%	43
2024 Q2	$487K	Buy	17,596 +50	+0.3%	+$1.42K	0.14%	45
2024 Q1	$492K	Sell	17,546 -22	-0.1%	-$608	0.14%	51
2023 Q4	$492K	Sell	17,568 -538	-3%	-$14K	0.15%	49
2023 Q3	$460K	Buy	18,106 +766	+4%	+$20.3K	0.15%	46
2023 Q2	$457K	Buy	17,340 +228	+1%	+$6.22K	0.16%	46
2023 Q1	$470K	Sell	17,112 -858	-5%	-$24.2K	0.17%	43
2022 Q4	$488K	Buy	+17,970	New	+$456K	0.19%	43

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

Integris Wealth Management's IDV Position: Q2 2026 in Review

Integris Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 13,541 shares worth $561K. The position accounts for 0.11% of the portfolio, ranked #64.

Integris Wealth Management first reported a position in IDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $615K in Q4 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Integris Wealth Management held 13,541 shares of iShares International Select Dividend ETF worth $561K as of Q2 2026.
Integris Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.11% of Integris Wealth Management's portfolio in Q2 2026, its #64 holding.
Integris Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's iShares International Select Dividend ETF position peaked at $615K in Q4 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

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