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Petix & Botte Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Petix & Botte Financial’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 		$1.84M Buy
44,479
+22,185
+100% +$972K 0.37% 46
2026
Q1 		$1.9M Sell
22,294
-22,292
-50% -$937K 0.42% 42
2025
Q4 		$1.76M Buy
44,586
+2
+0% +$76 0.4% 45
2025
Q3 		$1.63M Buy
44,584
+2
+0% +$72 0.38% 45
2025
Q2 		$1.54M Buy
44,582
+4
+0% +$131 0.38% 46
2025
Q1 		$1.38M Buy
44,578
+2
+0% +$59 0.36% 48
2024
Q4 		$1.22M Buy
44,576
+2
+0% +$57 0.32% 53
2024
Q3 		$1.35M Buy
44,574
+2
+0% +$58 0.36% 42
2024
Q2 		$1.23M Buy
44,572
+22,289
+100% +$633K 0.35% 44
2024
Q1 		$625K Sell
22,283
-22,283
-50% -$616K 0.16% 86
2023
Q4 		$1.25M Sell
44,566
-678
-1% -$17.7K 0.37% 41
2023
Q3 		$1.15M Hold
45,244
– – 0.36% 43
2023
Q2 		$1.19M Buy
45,244
+19,100
+73% +$521K 0.37% 41
2023
Q1 		$719K Buy
+26,144
New +$736K 0.48% 38
2022
Q3 		$594K Buy
26,360
+114
+0.4% +$3K 0.45% 37
2022
Q2 		$713K Sell
26,246
-26,056
-50% -$785K 0.53% 35
2022
Q1 		$1.66M Buy
52,302
+26,198
+100% +$838K 0.51% 34
2021
Q4 		$814K Sell
26,104
-26,023
-50% -$805K 0.52% 33
2021
Q3 		$1.59M Buy
52,127
+25,873
+99% +$831K 0.54% 35
2021
Q2 		$851K Sell
26,254
-246
-0.9% -$8.11K 0.59% 36
2021
Q1 		$834K Buy
26,500
+64
+0.2% +$1.99K 0.62% 36
2020
Q4 		$779K Buy
26,436
+32
+0.1% +$875 0.58% 37
2020
Q3 		$658K Sell
26,404
-25,981
-50% -$674K 0.52% 37
2020
Q2 		$659K Buy
52,385
+25,720
+96% +$618K 0.54% 36
2020
Q1 		$603K Sell
26,665
-1,065
-4% -$32.1K 0.59% 35
2019
Q4 		$931K Buy
+27,730
New +$891K 0.73% 35

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

Petix & Botte Financial's IDV Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares International Select Dividend ETF (IDV) stake by 100% in Q2 2026, buying an estimated $972K and bringing the position to 44,479 shares worth $1.84M. The position accounts for 0.37% of the portfolio, ranked #46.

Petix & Botte Financial first reported a position in IDV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.9M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Petix & Botte Financial held 44,479 shares of iShares International Select Dividend ETF worth $1.84M as of Q2 2026.
  • Petix & Botte Financial bought 22,185 iShares International Select Dividend ETF shares in Q2 2026, an estimated $972K.
  • iShares International Select Dividend ETF made up 0.37% of Petix & Botte Financial's portfolio in Q2 2026, its #46 holding.
  • Petix & Botte Financial first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's iShares International Select Dividend ETF position peaked at $1.9M in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.