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

LWM Advisory Services’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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM Advisory Services's IDV Position: Q1 2026 in Review

LWM Advisory Services reduced its iShares International Select Dividend ETF (IDV) stake by 7% in Q1 2026, selling an estimated $27.7K and leaving 8,802 shares worth $375K. The position accounts for 0.4% of the portfolio, ranked #56.

LWM Advisory Services first reported a position in IDV in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

LWM Advisory Services held 8,802 shares of iShares International Select Dividend ETF worth $375K as of Q1 2026.
LWM Advisory Services sold 658 iShares International Select Dividend ETF shares in Q1 2026, an estimated $27.7K.
iShares International Select Dividend ETF made up 0.4% of LWM Advisory Services's portfolio in Q1 2026, its #56 holding.
LWM Advisory Services first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.