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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
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

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

Planned Solutions's IDV Position: Q2 2026 in Review

Planned Solutions reduced its iShares International Select Dividend ETF (IDV) stake by 0.73% in Q2 2026, selling an estimated $6.35K and leaving 19,703 shares worth $816K. The position accounts for 0.23% of the portfolio, ranked #52.

Planned Solutions first reported a position in IDV in Q3 2020 and has held it in 23 quarters since. The position peaked at $919K in Q4 2021. 625 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Planned Solutions held 19,703 shares of iShares International Select Dividend ETF worth $816K as of Q2 2026.
  • Planned Solutions sold 145 iShares International Select Dividend ETF shares in Q2 2026, an estimated $6.35K.
  • iShares International Select Dividend ETF made up 0.23% of Planned Solutions's portfolio in Q2 2026, its #52 holding.
  • Planned Solutions first reported a position in iShares International Select Dividend ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's iShares International Select Dividend ETF position peaked at $919K in Q4 2021.
  • 625 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.