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Leavell Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Leavell Investment 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
2026
Q2 		$1.51M Buy
36,548
+8,847
+32% +$387K 0.06% 268
2026
Q1 		$1.18M Buy
27,701
+3,520
+15% +$148K 0.05% 284
2025
Q4 		$954K Buy
24,181
+143
+0.6% +$5.42K 0.04% 301
2025
Q3 		$879K Buy
24,038
+430
+2% +$15.5K 0.04% 317
2025
Q2 		$815K Buy
23,608
+3,364
+17% +$110K 0.04% 325
2025
Q1 		$628K Buy
20,244
+1,033
+5% +$30.3K 0.03% 343
2024
Q4 		$526K Sell
19,211
-1,700
-8% -$48.7K 0.03% 366
2024
Q3 		$632K Buy
20,911
+550
+3% +$16K 0.03% 350
2024
Q2 		$563K Sell
20,361
-1,785
-8% -$50.7K 0.03% 345
2024
Q1 		$621K Sell
22,146
-1,191
-5% -$32.9K 0.04% 322
2023
Q4 		$653K Sell
23,337
-2,049
-8% -$53.4K 0.04% 301
2023
Q3 		$658K Buy
25,386
+488
+2% +$12.9K 0.05% 298
2023
Q2 		$656K Buy
24,898
+170
+0.7% +$4.64K 0.04% 296
2023
Q1 		$680K Buy
24,728
+3,279
+15% +$92.3K 0.05% 290
2022
Q4 		$583K Sell
21,449
-1,783
-8% -$45.2K 0.04% 302
2022
Q3 		$523K Buy
23,232
+4,642
+25% +$122K 0.04% 302
2022
Q2 		$505K Buy
18,590
+6,686
+56% +$201K 0.04% 307
2022
Q1 		$378K Buy
+11,904
New +$381K 0.03% 341
2021
Q4 		– Sell
-12,923
Closed -$393K – 431
2021
Q3 		$393K Buy
12,923
+1,262
+11% +$40.5K 0.03% 323
2021
Q2 		$367K Hold
11,661
– – 0.03% 321
2021
Q1 		$367K Buy
11,661
+4,098
+54% +$127K 0.03% 321
2020
Q4 		$223K Buy
+7,563
New +$207K 0.02% 356

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

Leavell Investment Management's IDV Position: Q2 2026 in Review

Leavell Investment Management increased its iShares International Select Dividend ETF (IDV) stake by 32% in Q2 2026, buying an estimated $387K and bringing the position to 36,548 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #268.

Leavell Investment Management first reported a position in IDV in Q4 2020 and has held it in 22 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Leavell Investment Management held 36,548 shares of iShares International Select Dividend ETF worth $1.51M as of Q2 2026.
  • Leavell Investment Management bought 8,847 iShares International Select Dividend ETF shares in Q2 2026, an estimated $387K.
  • iShares International Select Dividend ETF made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #268 holding.
  • Leavell Investment Management first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.