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 Q2	$731K	Buy	17,640 +137	+0.8%	+$6K	0.28%	65
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 $1.55T 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

Investmark Advisory Group's IDV Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares International Select Dividend ETF (IDV) stake by 0.78% in Q2 2026, buying an estimated $6K and bringing the position to 17,640 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #65.

Investmark Advisory Group first reported a position in IDV in Q3 2022 and has held it in 16 quarters since. The position peaked at $745K in Q1 2026. 628 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Investmark Advisory Group held 17,640 shares of iShares International Select Dividend ETF worth $731K as of Q2 2026.
Investmark Advisory Group bought 137 iShares International Select Dividend ETF shares in Q2 2026, an estimated $6K.
iShares International Select Dividend ETF made up 0.28% of Investmark Advisory Group's portfolio in Q2 2026, its #65 holding.
Investmark Advisory Group first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Investmark Advisory Group's iShares International Select Dividend ETF position peaked at $745K in Q1 2026.
628 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.