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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
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

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

Plan A Wealth's IDV Position: Q2 2026 in Review

Plan A Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 17% in Q2 2026, selling an estimated $69.9K and leaving 7,990 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #115.

Plan A Wealth first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Plan A Wealth held 7,990 shares of iShares International Select Dividend ETF worth $331K as of Q2 2026.
  • Plan A Wealth sold 1,596 iShares International Select Dividend ETF shares in Q2 2026, an estimated $69.9K.
  • iShares International Select Dividend ETF made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #115 holding.
  • Plan A Wealth first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's iShares International Select Dividend ETF position peaked at $408K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.