Plan A Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Plan A Wealth’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 Q3	$303K	Sell	7,190 -800	-10%	-$35.1K	0.11%	134
2026 Q2	$331K	Sell	7,990 -1,596	-17%	-$69.9K	0.14%	115
2026 Q1	$408K	Sell	9,586 -416	-4%	-$17.5K	0.2%	86
2025 Q4	$395K	Hold	10,002	–	–	0.19%	93
2025 Q3	$366K	Sell	10,002 -174	-2%	-$6.26K	0.19%	102
2025 Q2	$351K	Buy	+10,176	New	+$332K	0.2%	99

Other funds holding IDV

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Plan A Wealth's IDV Position: Q3 2026 in Review

Plan A Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 10% in Q3 2026, selling an estimated $35.1K and leaving 7,190 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #134.

Plan A Wealth first reported a position in IDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $408K in Q1 2026. 23 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Plan A Wealth held 7,190 shares of iShares International Select Dividend ETF worth $303K as of Q3 2026.
Plan A Wealth sold 800 iShares International Select Dividend ETF shares in Q3 2026, an estimated $35.1K.
iShares International Select Dividend ETF made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #134 holding.
Plan A Wealth first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Plan A Wealth's iShares International Select Dividend ETF position peaked at $408K in Q1 2026.
23 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.