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Larson Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Larson Financial 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 		$9.03K Sell
218
-512
-70% -$22.4K ﹤0.01% 2468
2026
Q1 		$31.1K Sell
730
-679
-48% -$28.5K ﹤0.01% 1610
2025
Q4 		$55.6K Buy
1,409
+909
+182% +$34.5K ﹤0.01% 1179
2025
Q3 		$18.3K Hold
500
– – ﹤0.01% 1689
2025
Q2 		$17.3K Hold
500
– – ﹤0.01% 1557
2025
Q1 		$15.5K Hold
500
– – ﹤0.01% 1455
2024
Q4 		$13.7K Hold
500
– – ﹤0.01% 1371
2024
Q3 		$15.1K Buy
+500
New +$14.6K ﹤0.01% 1317
2022
Q4 		– Sell
-365
Closed -$8K – 1520
2022
Q3 		$8K Sell
365
-500
-58% -$13.2K ﹤0.01% 845
2022
Q2 		$23K Hold
865
– – ﹤0.01% 518
2022
Q1 		$27K Buy
+865
New +$27.7K ﹤0.01% 478
2021
Q1 		– Sell
-238
Closed -$7K – 882
2020
Q4 		$7K Buy
238
+5
+2% +$137 ﹤0.01% 540
2020
Q3 		$6K Buy
233
+21
+10% +$545 ﹤0.01% 504
2020
Q2 		$5K Sell
212
-43
-17% -$1.03K ﹤0.01% 482
2020
Q1 		$6K Buy
255
+64
+34% +$1.93K ﹤0.01% 351
2019
Q4 		$6K Buy
191
+83
+77% +$2.67K ﹤0.01% 349
2019
Q3 		$3K Buy
+108
New +$3.26K ﹤0.01% 405

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

Larson Financial Group's IDV Position: Q2 2026 in Review

Larson Financial Group reduced its iShares International Select Dividend ETF (IDV) stake by 70% in Q2 2026, selling an estimated $22.4K and leaving 218 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Larson Financial Group first reported a position in IDV in Q3 2019 and has held it in 17 quarters since. The position peaked at $55.6K in Q4 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Larson Financial Group held 218 shares of iShares International Select Dividend ETF worth $9.03K as of Q2 2026.
  • Larson Financial Group sold 512 iShares International Select Dividend ETF shares in Q2 2026, an estimated $22.4K.
  • iShares International Select Dividend ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2468 holding.
  • Larson Financial Group first reported a position in iShares International Select Dividend ETF in Q3 2019 and has held it in 17 quarters since.
  • Larson Financial Group's iShares International Select Dividend ETF position peaked at $55.6K in Q4 2025.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.