Kingswood Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Buy
30,266
+2,434
+9% +$107K 0.05% 357
2026
Q1
$1.18M Buy
27,832
+2,468
+10% +$104K 0.06% 341
2025
Q4
$1M Buy
25,364
+5,583
+28% +$212K 0.05% 354
2025
Q3
$723K Sell
19,781
-623
-3% -$22.4K 0.04% 381
2025
Q2
$704K Sell
20,404
-943
-4% -$30.8K 0.06% 330
2025
Q1
$662K Sell
21,347
-1,156
-5% -$33.9K 0.06% 330
2024
Q4
$616K Buy
22,503
+517
+2% +$14.8K 0.05% 384
2024
Q3
$665K Buy
21,986
+2,717
+14% +$79.1K 0.05% 382
2024
Q2
$533K Buy
+19,269
New +$548K 0.05% 371
2024
Q1
Sell
-7,481
Closed -$209K 653
2023
Q4
$209K Sell
7,481
-13,217
-64% -$345K 0.02% 570
2023
Q3
$526K Buy
+20,698
New +$548K 0.09% 237

Other funds holding IDV

Kingswood Wealth Advisors's IDV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 8.7% in Q2 2026, buying an estimated $107K and bringing the position to 30,266 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #357.

Kingswood Wealth Advisors first reported a position in IDV in Q3 2023 and has held it in 11 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Kingswood Wealth Advisors held 30,266 shares of iShares International Select Dividend ETF worth $1.25M as of Q2 2026.
  • Kingswood Wealth Advisors bought 2,434 iShares International Select Dividend ETF shares in Q2 2026, an estimated $107K.
  • iShares International Select Dividend ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • Kingswood Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2023 and has held it in 11 quarters since.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.