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Legacy Wealth Management (Idaho)’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28
Closed -$950 – 1052
2025
Q4 		$950 Hold
28
– – ﹤0.01% 753
2025
Q3 		$938 Buy
+28
New +$939 ﹤0.01% 629
2024
Q4 		– Sell
-28
Closed -$798 – 782
2024
Q3 		$798 Buy
+28
New +$815 ﹤0.01% 565

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IDLV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2026, closing a stake of 28 shares — an estimated $950 sold.

Legacy Wealth Management (Idaho) first reported a position in IDLV in Q3 2024 and held it in 3 quarters. The position peaked at $950 in Q4 2025. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 28 Invesco S&P International Developed Low Volatility ETF shares in Q1 2026, an estimated $950.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Invesco S&P International Developed Low Volatility ETF position peaked at $950 in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.