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Marshall & Sterling Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Marshall & Sterling Wealth 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 		$21.2K Buy
512
+13
+3% +$569 0.01% 206
2026
Q1 		$21.2K Sell
499
-200
-29% -$8.4K 0.01% 195
2025
Q4 		$27.6K Buy
699
+9
+1% +$341 0.02% 178
2025
Q3 		$25.2K Buy
690
+7
+1% +$252 0.02% 248
2025
Q2 		$23.5K Buy
683
+17
+3% +$555 0.02% 244
2025
Q1 		$20.7K Buy
666
+3
+0.5% +$88 0.01% 250
2024
Q4 		$18.1K Buy
+663
New +$19K 0.01% 196

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IDV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 2.6% in Q2 2026, buying an estimated $569 and bringing the position to 512 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Marshall & Sterling Wealth Advisors first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.6K in Q4 2025. 629 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 512 shares of iShares International Select Dividend ETF worth $21.2K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 13 iShares International Select Dividend ETF shares in Q2 2026, an estimated $569.
  • iShares International Select Dividend ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares International Select Dividend ETF position peaked at $27.6K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.