LWM Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$352K Sell
8,503
-299
-3% -$13.1K 0.63% 51
2026
Q1
$375K Sell
8,802
-658
-7% -$27.7K 0.4% 56
2025
Q4
$373K Buy
+9,460
New +$359K 0.22% 62

Other funds holding IDV

LWM Advisory Services's IDV Position: Q2 2026 in Review

LWM Advisory Services reduced its iShares International Select Dividend ETF (IDV) stake by 3.4% in Q2 2026, selling an estimated $13.1K and leaving 8,503 shares worth $352K. The position accounts for 0.63% of the portfolio, ranked #51.

LWM Advisory Services first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • LWM Advisory Services held 8,503 shares of iShares International Select Dividend ETF worth $352K as of Q2 2026.
  • LWM Advisory Services sold 299 iShares International Select Dividend ETF shares in Q2 2026, an estimated $13.1K.
  • iShares International Select Dividend ETF made up 0.63% of LWM Advisory Services's portfolio in Q2 2026, its #51 holding.
  • LWM Advisory Services first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • LWM Advisory Services's iShares International Select Dividend ETF position peaked at $375K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.