Prepared Retirement Institute’s iShares International Select Dividend ETF IDV Stock Holding History

Prepared Retirement Institute’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	$317K	Sell	7,658 -274	-3%	-$12K	0.14%	72
2026 Q1	$338K	Hold	7,932	–	–	0.17%	61
2025 Q4	$313K	Sell	7,932 -405	-5%	-$15.3K	0.16%	70
2025 Q3	$305K	Hold	8,337	–	–	0.16%	65
2025 Q2	$288K	Buy	+8,337	New	+$272K	0.17%	66

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prepared Retirement Institute's IDV Position: Q2 2026 in Review

Prepared Retirement Institute reduced its iShares International Select Dividend ETF (IDV) stake by 3.5% in Q2 2026, selling an estimated $12K and leaving 7,658 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #72.

Prepared Retirement Institute first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Prepared Retirement Institute held 7,658 shares of iShares International Select Dividend ETF worth $317K as of Q2 2026.
Prepared Retirement Institute sold 274 iShares International Select Dividend ETF shares in Q2 2026, an estimated $12K.
iShares International Select Dividend ETF made up 0.14% of Prepared Retirement Institute's portfolio in Q2 2026, its #72 holding.
Prepared Retirement Institute first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Prepared Retirement Institute's iShares International Select Dividend ETF position peaked at $338K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.