Realta Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Realta Investment 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	$32.1K	Buy	775 +66	+9%	+$2.89K	0.01%	284
2026 Q1	$30.2K	Sell	709 -159	-18%	-$6.68K	0.01%	265
2025 Q4	$34.3K	Buy	868 +322	+59%	+$12.2K	0.01%	257
2025 Q3	$20K	Buy	546 +146	+37%	+$5.25K	0.01%	261
2025 Q2	$13.8K	Sell	400 -354	-47%	-$11.6K	0.01%	263
2025 Q1	$23.4K	Sell	754 -912	-55%	-$26.8K	0.01%	253
2024 Q4	$45.7K	Buy	1,666 +1,066	+178%	+$30.5K	0.02%	258
2024 Q3	$17.9K	Sell	600 -82	-12%	-$2.39K	0.01%	279
2024 Q2	$18.9K	Sell	682 -1,000	-59%	-$28.4K	﹤0.01%	624
2024 Q1	$47.2K	Buy	+1,682	New	+$46.5K	0.01%	562
2023 Q4	–	Sell	-3,182	Closed	-$83.8K	–	580
2023 Q3	$83.8K	Hold	3,182	–	–	0.02%	478
2023 Q2	$83.8K	Buy	+3,182	New	+$86.8K	0.02%	507
2023 Q1	–	Sell	-3,182	Closed	-$86.4K	–	590
2022 Q4	$86.4K	Hold	3,182	–	–	0.02%	500
2022 Q3	$72K	Buy	+3,182	New	+$83.8K	0.02%	494
2020 Q1	–	Sell	-1,582	Closed	-$51K	–	799
2019 Q4	$51K	Buy	1,582 +1,500	+1,829%	+$48.2K	0.01%	657
2019 Q3	$3K	Hold	82	–	–	﹤0.01%	1436
2019 Q2	$3K	Hold	82	–	–	﹤0.01%	1488
2019 Q1	$3K	Buy	+82	New	+$2.53K	﹤0.01%	1159

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

Realta Investment Advisors's IDV Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares International Select Dividend ETF (IDV) stake by 9.3% in Q2 2026, buying an estimated $2.89K and bringing the position to 775 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #284.

Realta Investment Advisors first reported a position in IDV in Q1 2019 and has held it in 18 quarters since. The position peaked at $86.4K in Q4 2022. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Realta Investment Advisors held 775 shares of iShares International Select Dividend ETF worth $32.1K as of Q2 2026.
Realta Investment Advisors bought 66 iShares International Select Dividend ETF shares in Q2 2026, an estimated $2.89K.
iShares International Select Dividend ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #284 holding.
Realta Investment Advisors first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 18 quarters since.
Realta Investment Advisors's iShares International Select Dividend ETF position peaked at $86.4K in Q4 2022.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.