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Keystone Financial Group (Kentucky)’s iShares International Select Dividend ETF IDV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$518K Buy
12,515
+802
+7% +$35.1K 0.03% 322
2026
Q1 		$499K Buy
11,713
+664
+6% +$27.9K 0.03% 297
2025
Q4 		$436K Buy
11,049
+2
+0% +$76 0.03% 278
2025
Q3 		$404K Sell
11,047
-19
-0.2% -$684 0.03% 268
2025
Q2 		$382K Buy
11,066
+684
+7% +$22.3K 0.03% 266
2025
Q1 		$322K Sell
10,382
-2,170
-17% -$63.7K 0.03% 276
2024
Q4 		$344K Buy
12,552
+405
+3% +$11.6K 0.03% 273
2024
Q3 		$367K Buy
+12,147
New +$354K 0.05% 245
2024
Q2 		– Sell
-9,113
Closed -$256K – 218
2024
Q1 		$256K Buy
9,113
+1
+0% +$28 0.04% 283
2023
Q4 		$255K Sell
9,112
-370
-4% -$9.65K 0.04% 239
2023
Q3 		$241K Sell
9,482
-67
-0.7% -$1.77K 0.04% 246
2023
Q2 		$251K Buy
+9,549
New +$261K 0.04% 245
2022
Q4 		$261K Sell
9,620
-5,649
-37% -$143K 0.05% 227
2022
Q3 		$344K Sell
15,269
-1,172
-7% -$30.9K 0.07% 185
2022
Q2 		$447K Sell
16,441
-589
-3% -$17.7K 0.09% 163
2022
Q1 		$541K Sell
17,030
-945
-5% -$30.2K 0.09% 151
2021
Q4 		$560K Sell
17,975
-6,413
-26% -$198K 0.09% 153
2021
Q3 		$742K Sell
24,388
-505
-2% -$16.2K 0.13% 127
2021
Q2 		$807K Sell
24,893
-2,773
-10% -$91.4K 0.15% 125
2021
Q1 		$871K Sell
27,666
-2,011
-7% -$62.5K 0.17% 114
2020
Q4 		$875K Buy
29,677
+1,142
+4% +$31.2K 0.18% 107
2020
Q3 		$711K Sell
28,535
-46,046
-62% -$1.19M 0.17% 115
2020
Q2 		$1.87M Sell
74,581
-16,868
-18% -$406K 0.51% 47
2020
Q1 		$2.07M Buy
91,449
+383
+0.4% +$11.6K 0.69% 34
2019
Q4 		$3.06M Sell
91,066
-805
-0.9% -$25.9K 0.82% 28
2019
Q3 		$2.82M Sell
91,871
-1,566
-2% -$47.3K 0.87% 31
2019
Q2 		$2.87M Sell
93,437
-179
-0.2% -$5.55K 0.93% 29
2019
Q1 		$2.89M Sell
93,616
-6,915
-7% -$213K 1.03% 27
2018
Q4 		$2.89M Sell
100,531
-499
-0.5% -$15.3K 1.3% 19
2018
Q3 		$3.3M Sell
101,030
-13,538
-12% -$443K 1.35% 16
2018
Q2 		$3.65M Sell
114,568
-1,906
-2% -$63.8K 2.03% 7
2018
Q1 		$3.79M Buy
116,474
+11,504
+11% +$391K 2.11% 5
2017
Q4 		$3.63M Buy
+104,970
New +$3.52M 2.25% 9

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 22.96% 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

Keystone Financial Group (Kentucky)'s IDV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares International Select Dividend ETF (IDV) stake by 6.8% in Q2 2026, buying an estimated $35.1K and bringing the position to 12,515 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #322.

Keystone Financial Group (Kentucky) first reported a position in IDV in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.79M in Q1 2018. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 12,515 shares of iShares International Select Dividend ETF worth $518K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 802 iShares International Select Dividend ETF shares in Q2 2026, an estimated $35.1K.
  • iShares International Select Dividend ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #322 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 33 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares International Select Dividend ETF position peaked at $3.79M in Q1 2018.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.