Panoramic Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Panoramic Investment 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 Q1	$1.53M	Buy	36,046 +23	+0.1%	+$967	0.83%	36
2025 Q4	$1.42M	Buy	36,023 +1,921	+6%	+$72.8K	0.77%	40
2025 Q3	$1.25M	Buy	34,102 +522	+2%	+$18.8K	0.7%	41
2025 Q2	$1.16M	Sell	33,580 -773	-2%	-$25.2K	0.71%	39
2025 Q1	$1.07M	Buy	34,353 +2,427	+8%	+$71.2K	0.72%	40
2024 Q4	$874K	Buy	31,926 +12,268	+62%	+$351K	0.57%	44
2024 Q3	$594K	Buy	+19,658	New	+$573K	0.41%	58
2024 Q1	$524K	Buy	18,695 +3,299	+21%	+$91.1K	0.39%	60
2023 Q4	$431K	Buy	15,396 +2,959	+24%	+$77.2K	0.37%	62
2023 Q3	$316K	Buy	+12,437	New	+$330K	0.29%	69
2022 Q4	$244K	Buy	+8,966	New	+$227K	0.25%	82

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

Panoramic Investment Advisors's IDV Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares International Select Dividend ETF (IDV) stake by 0.06% in Q1 2026, buying an estimated $967 and bringing the position to 36,046 shares worth $1.53M. The position accounts for 0.83% of the portfolio, ranked #36.

Panoramic Investment Advisors first reported a position in IDV in Q4 2022 and has held it in 11 quarters since. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Panoramic Investment Advisors held 36,046 shares of iShares International Select Dividend ETF worth $1.53M as of Q1 2026.
Panoramic Investment Advisors bought 23 iShares International Select Dividend ETF shares in Q1 2026, an estimated $967.
iShares International Select Dividend ETF made up 0.83% of Panoramic Investment Advisors's portfolio in Q1 2026, its #36 holding.
Panoramic Investment Advisors first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 11 quarters since.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.