Provenance Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Provenance Wealth Advisors’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	$27.6K	Hold	665	–	–	﹤0.01%	268
2026 Q1	$28.3K	Hold	665	–	–	﹤0.01%	245
2025 Q4	$26.2K	Hold	665	–	–	﹤0.01%	242
2025 Q3	$24.3K	Hold	665	–	–	﹤0.01%	267
2025 Q2	$22.9K	Hold	665	–	–	﹤0.01%	255
2025 Q1	$20.6K	Hold	665	–	–	﹤0.01%	273
2024 Q4	$18.2K	Hold	665	–	–	﹤0.01%	276
2024 Q3	$20.1K	Hold	665	–	–	﹤0.01%	287
2024 Q2	$18.4K	Hold	665	–	–	﹤0.01%	263
2024 Q1	$18.6K	Hold	665	–	–	﹤0.01%	279
2023 Q4	$18.6K	Hold	665	–	–	﹤0.01%	270
2023 Q3	$16.9K	Buy	+665	New	+$17.6K	﹤0.01%	227

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

Provenance Wealth Advisors's IDV Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 665 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Provenance Wealth Advisors first reported a position in IDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.3K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Provenance Wealth Advisors held 665 shares of iShares International Select Dividend ETF worth $27.6K as of Q2 2026.
Provenance Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #268 holding.
Provenance Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's iShares International Select Dividend ETF position peaked at $28.3K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.