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

Investmark Advisory 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 Q1	$745K	Sell	17,503 -450	-3%	-$18.9K	0.32%	62
2025 Q4	$708K	Buy	17,953 +369	+2%	+$14K	0.3%	61
2025 Q3	$643K	Sell	17,584 -113	-0.6%	-$4.07K	0.28%	64
2025 Q2	$611K	Buy	17,697 +176	+1%	+$5.75K	0.29%	65
2025 Q1	$544K	Sell	17,521 -1,428	-8%	-$41.9K	0.27%	61
2024 Q4	$519K	Buy	18,949 +121	+0.6%	+$3.47K	0.25%	66
2024 Q3	$569K	Buy	18,828 +130	+0.7%	+$3.79K	0.28%	63
2024 Q2	$517K	Buy	18,698 +402	+2%	+$11.4K	0.28%	65
2024 Q1	$513K	Sell	18,296 -1,542	-8%	-$42.6K	0.28%	67
2023 Q4	$555K	Sell	19,838 -1,452	-7%	-$37.9K	0.33%	62
2023 Q3	$541K	Buy	21,290 +2,627	+14%	+$69.6K	0.37%	55
2023 Q2	$491K	Buy	18,663 +1,761	+10%	+$48K	0.33%	57
2023 Q1	$465K	Buy	16,902 +604	+4%	+$17K	0.34%	53
2022 Q4	$443K	Sell	16,298 -4,292	-21%	-$109K	0.33%	62
2022 Q3	$463K	Buy	+20,590	New	+$542K	0.42%	46

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investmark Advisory Group's IDV Position: Q1 2026 in Review

Investmark Advisory Group reduced its iShares International Select Dividend ETF (IDV) stake by 2.5% in Q1 2026, selling an estimated $18.9K and leaving 17,503 shares worth $745K. The position accounts for 0.32% of the portfolio, ranked #62.

Investmark Advisory Group first reported a position in IDV in Q3 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Investmark Advisory Group held 17,503 shares of iShares International Select Dividend ETF worth $745K as of Q1 2026.
Investmark Advisory Group sold 450 iShares International Select Dividend ETF shares in Q1 2026, an estimated $18.9K.
iShares International Select Dividend ETF made up 0.32% of Investmark Advisory Group's portfolio in Q1 2026, its #62 holding.
Investmark Advisory Group first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.