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Planned Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Planned Solutions’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 		$733K Sell
17,363
-2,340
-12% -$103K 0.2% 55
2026
Q2 		$816K Sell
19,703
-145
-0.7% -$6.35K 0.23% 52
2026
Q1 		$845K Buy
19,848
+17
+0.1% +$714 0.28% 43
2025
Q4 		$782K Sell
19,831
-904
-4% -$34.3K 0.25% 46
2025
Q3 		$758K Buy
20,735
+489
+2% +$17.6K 0.26% 46
2025
Q2 		$699K Sell
20,246
-432
-2% -$14.1K 0.27% 45
2025
Q1 		$641K Sell
20,678
-809
-4% -$23.7K 0.26% 44
2024
Q4 		$588K Buy
21,487
+540
+3% +$15.5K 0.24% 48
2024
Q3 		$633K Buy
20,947
+65
+0.3% +$1.89K 0.25% 41
2024
Q2 		$578K Sell
20,882
-766
-4% -$21.8K 0.28% 40
2024
Q1 		$607K Sell
21,648
-1,546
-7% -$42.7K 0.3% 40
2023
Q4 		$649K Sell
23,194
-1,366
-6% -$35.6K 0.3% 35
2023
Q3 		$624K Sell
24,560
-5,377
-18% -$142K 0.38% 32
2023
Q2 		$788K Sell
29,937
-549
-2% -$15K 0.47% 26
2023
Q1 		$838K Buy
30,486
+1,366
+5% +$38.5K 0.53% 25
2022
Q4 		$791K Buy
29,120
+3,834
+15% +$97.2K 0.58% 25
2022
Q3 		$570K Sell
25,286
-2,047
-7% -$53.9K 0.48% 28
2022
Q2 		$742K Sell
27,333
-1,187
-4% -$35.7K 0.69% 21
2022
Q1 		$906K Sell
28,520
-948
-3% -$30.3K 0.63% 21
2021
Q4 		$919K Buy
+29,468
New +$911K 0.61% 21
2021
Q2 		$908K Buy
28,011
+3,610
+15% +$119K 0.63% 21
2021
Q1 		$768K Buy
24,401
+8,346
+52% +$259K 0.6% 21
2020
Q4 		$473K Sell
16,055
-462
-3% -$12.6K 0.38% 28
2020
Q3 		$412K Buy
+16,517
New +$429K 0.4% 25

Other funds holding IDV

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

Planned Solutions's IDV Position: Q3 2026 in Review

Planned Solutions reduced its iShares International Select Dividend ETF (IDV) stake by 12% in Q3 2026, selling an estimated $103K and leaving 17,363 shares worth $733K. The position accounts for 0.2% of the portfolio, ranked #55.

Planned Solutions first reported a position in IDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $919K in Q4 2021. 130 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Planned Solutions held 17,363 shares of iShares International Select Dividend ETF worth $733K as of Q3 2026.
  • Planned Solutions sold 2,340 iShares International Select Dividend ETF shares in Q3 2026, an estimated $103K.
  • iShares International Select Dividend ETF made up 0.2% of Planned Solutions's portfolio in Q3 2026, its #55 holding.
  • Planned Solutions first reported a position in iShares International Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares International Select Dividend ETF position peaked at $919K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.