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

Iron Horse 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
2025 Q2	$579	Sell	17 -77	-82%	-$2.51K	﹤0.01%	548
2025 Q1	$2.93K	Buy	94 +78	+488%	+$2.29K	﹤0.01%	421
2024 Q4	$446	Hold	16	–	–	﹤0.01%	466
2024 Q3	$485	Hold	16	–	–	﹤0.01%	467
2024 Q2	$438	Buy	16 +1	+7%	+$28	﹤0.01%	446
2024 Q1	$433	Hold	15	–	–	﹤0.01%	432
2023 Q4	$428	Hold	15	–	–	﹤0.01%	459
2023 Q3	$376	Hold	15	–	–	﹤0.01%	474
2023 Q2	$390	Buy	15 +1	+7%	+$27	﹤0.01%	290
2023 Q1	$396	Hold	14	–	–	﹤0.01%	322
2022 Q4	$0	Buy	+14	New	+$355	﹤0.01%	255
2022 Q2	–	Sell	-9	Closed	–	–	280
2022 Q1	$0	Hold	9	–	–	﹤0.01%	237
2021 Q4	$0	Hold	9	–	–	﹤0.01%	226
2021 Q3	$0	Hold	9	–	–	﹤0.01%	215
2021 Q2	$0	Hold	9	–	–	﹤0.01%	195
2021 Q1	$0	Hold	9	–	–	﹤0.01%	187
2020 Q4	$0	Buy	+9	New	+$246	﹤0.01%	175

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Iron Horse Wealth Management's IDV Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 82% in Q2 2025, selling an estimated $2.51K and leaving 17 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Iron Horse Wealth Management first reported a position in IDV in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.93K in Q1 2025. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Iron Horse Wealth Management held 17 shares of iShares International Select Dividend ETF worth $579 as of Q2 2025.
Iron Horse Wealth Management sold 77 iShares International Select Dividend ETF shares in Q2 2025, an estimated $2.51K.
iShares International Select Dividend ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #548 holding.
Iron Horse Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares International Select Dividend ETF position peaked at $2.93K in Q1 2025.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.