Lodestone Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Lodestone Wealth 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	$220K	Sell	5,303 -60	-1%	-$2.63K	0.08%	175
2026 Q1	$228K	Buy	5,363 +1	+0%	+$42	0.09%	164
2025 Q4	$212K	Buy	+5,362	New	+$203K	0.09%	162
2023 Q2	–	Sell	-14,106	Closed	-$388K	–	130
2023 Q1	$388K	Buy	14,106 +127	+0.9%	+$3.58K	0.3%	86
2022 Q4	$380K	Buy	+13,979	New	+$354K	0.31%	79

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

Lodestone Wealth Management's IDV Position: Q2 2026 in Review

Lodestone Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 1.1% in Q2 2026, selling an estimated $2.63K and leaving 5,303 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #175.

Lodestone Wealth Management first reported a position in IDV in Q4 2022 and has held it in 5 quarters since. The position peaked at $388K in Q1 2023. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Lodestone Wealth Management held 5,303 shares of iShares International Select Dividend ETF worth $220K as of Q2 2026.
Lodestone Wealth Management sold 60 iShares International Select Dividend ETF shares in Q2 2026, an estimated $2.63K.
iShares International Select Dividend ETF made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #175 holding.
Lodestone Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 5 quarters since.
Lodestone Wealth Management's iShares International Select Dividend ETF position peaked at $388K in Q1 2023.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.