MSG
IDLV icon

Main Street Group’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Main Street Group’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
Q2 		$77.1K Buy
2,236
+50
+2% +$1.75K 0.02% 208
2026
Q1 		$75.3K Buy
+2,186
New +$76.7K 0.02% 203
2025
Q4 		– Sell
-2,153
Closed -$72.1K – 329
2025
Q3 		$72.1K Buy
2,153
+9
+0.4% +$302 0.02% 199
2025
Q2 		$71K Buy
2,144
+11
+0.5% +$352 0.02% 203
2025
Q1 		$64.7K Sell
2,133
-267
-11% -$7.81K 0.02% 210
2024
Q4 		$66.8K Sell
2,400
-20
-0.8% -$581 0.02% 197
2024
Q3 		$73.6K Sell
2,420
-2,205
-48% -$64.2K 0.03% 195
2024
Q2 		$126K Sell
4,625
-89
-2% -$2.47K 0.05% 135
2024
Q1 		$132K Buy
4,714
+1,102
+31% +$30.8K 0.06% 149
2023
Q4 		$102K Buy
+3,612
New +$96.1K 0.04% 239

Other funds holding IDLV

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return