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Kestra Private Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History

Kestra Private Wealth Services’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 		$490K Buy
11,831
+3,268
+38% +$143K 0.01% 1247
2026
Q1 		$364K Sell
8,563
-952
-10% -$40K ﹤0.01% 1359
2025
Q4 		$375K Buy
9,515
+49
+0.5% +$1.86K ﹤0.01% 1317
2025
Q3 		$346K Buy
9,466
+1,274
+16% +$45.8K ﹤0.01% 1287
2025
Q2 		$283K Sell
8,192
-224
-3% -$7.31K ﹤0.01% 1315
2025
Q1 		$261K Sell
8,416
-231
-3% -$6.78K ﹤0.01% 1263
2024
Q4 		$237K Sell
8,647
-3,545
-29% -$102K ﹤0.01% 1238
2024
Q3 		$369K Buy
12,192
+3
+0% +$87 0.01% 1007
2024
Q2 		$337K Sell
12,189
-1,557
-11% -$44.2K 0.01% 993
2024
Q1 		$385K Sell
13,746
-556
-4% -$15.4K 0.01% 911
2023
Q4 		$400K Sell
14,302
-6,259
-30% -$163K 0.01% 823
2023
Q3 		$522K Sell
20,561
-1,541
-7% -$40.8K 0.02% 646
2023
Q2 		$582K Buy
22,102
+11,450
+107% +$312K 0.02% 588
2023
Q1 		$293K Buy
10,652
+1,755
+20% +$49.4K 0.01% 784
2022
Q4 		$242K Buy
+8,897
New +$226K 0.01% 735
2022
Q2 		– Sell
-7,157
Closed -$227K – 966
2022
Q1 		$227K Buy
7,157
+507
+8% +$16.2K 0.01% 844
2021
Q4 		$207K Buy
+6,650
New +$206K 0.01% 893

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Private Wealth Services's IDV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares International Select Dividend ETF (IDV) stake by 38% in Q2 2026, buying an estimated $143K and bringing the position to 11,831 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1247.

Kestra Private Wealth Services first reported a position in IDV in Q4 2021 and has held it in 17 quarters since. The position peaked at $582K in Q2 2023. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Kestra Private Wealth Services held 11,831 shares of iShares International Select Dividend ETF worth $490K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,268 iShares International Select Dividend ETF shares in Q2 2026, an estimated $143K.
  • iShares International Select Dividend ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1247 holding.
  • Kestra Private Wealth Services first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's iShares International Select Dividend ETF position peaked at $582K in Q2 2023.
  • 630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.