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

Lido Advisors’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	$11.4M	Sell	274,269 -10,928	-4%	-$479K	0.03%	321
2026 Q1	$12.1M	Buy	285,197 +211,570	+287%	+$8.89M	0.04%	287
2025 Q4	$2.78M	Buy	73,627 +2,362	+3%	+$89.5K	0.01%	618
2025 Q3	$2.6M	Sell	71,265 -1,606	-2%	-$57.8K	0.01%	613
2025 Q2	$2.51M	Sell	72,871 -1,812	-2%	-$59.2K	0.01%	528
2025 Q1	$2.32M	Buy	74,683 +1,119	+2%	+$32.8K	0.01%	509
2024 Q4	$2.01M	Buy	73,564 +28,021	+62%	+$803K	0.01%	515
2024 Q3	$1.38M	Buy	45,543 +1,733	+4%	+$50.5K	0.01%	588
2024 Q2	$1.21M	Sell	43,810 -575	-1%	-$16.3K	0.01%	584
2024 Q1	$1.24M	Sell	44,385 -23	-0.1%	-$635	0.01%	571
2023 Q4	$1.24M	Sell	44,408 -16,038	-27%	-$418K	0.01%	536
2023 Q3	$1.54M	Buy	60,446 +1,707	+3%	+$45.2K	0.01%	437
2023 Q2	$1.55M	Buy	58,739 +34,137	+139%	+$931K	0.01%	422
2023 Q1	$676K	Buy	+24,602	New	+$693K	0.01%	582
2022 Q1	–	Sell	-7,139	Closed	-$222K	–	1044
2021 Q4	$222K	Buy	+7,139	New	+$221K	﹤0.01%	929
2019 Q1	–	Sell	-14,907	Closed	-$428K	–	530
2018 Q4	$428K	Buy	14,907 +609	+4%	+$18.7K	0.04%	250
2018 Q3	$472K	Buy	14,298 +828	+6%	+$27.1K	0.05%	251
2018 Q2	$431K	Buy	13,470 +955	+8%	+$31.9K	0.05%	243
2018 Q1	$413K	Buy	12,515 +2,391	+24%	+$81.4K	0.06%	219
2017 Q4	$342K	Buy	10,124 +301	+3%	+$10.1K	0.05%	207
2017 Q3	$328K	Buy	9,823 +1,662	+20%	+$55.5K	0.05%	200
2017 Q2	$267K	Buy	+8,161	New	+$265K	0.06%	200

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors's IDV Position: Q2 2026 in Review

Lido Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 3.8% in Q2 2026, selling an estimated $479K and leaving 274,269 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #321.

Lido Advisors first reported a position in IDV in Q2 2017 and has held it in 22 quarters since. The position peaked at $12.1M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Lido Advisors held 274,269 shares of iShares International Select Dividend ETF worth $11.4M as of Q2 2026.
Lido Advisors sold 10,928 iShares International Select Dividend ETF shares in Q2 2026, an estimated $479K.
iShares International Select Dividend ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #321 holding.
Lido Advisors first reported a position in iShares International Select Dividend ETF in Q2 2017 and has held it in 22 quarters since.
Lido Advisors's iShares International Select Dividend ETF position peaked at $12.1M in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.