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

Regal 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 Q1	$2.07M	Buy	48,531 +18,761	+63%	+$788K	0.12%	196
2025 Q4	$1.17M	Sell	29,770 -1,437	-5%	-$54.5K	0.07%	249
2025 Q3	$1.14M	Sell	31,207 -43	-0.1%	-$1.55K	0.07%	241
2025 Q2	$1.08M	Buy	31,250 +864	+3%	+$28.2K	0.08%	220
2025 Q1	$943K	Sell	30,386 -201	-0.7%	-$5.9K	0.08%	229
2024 Q4	$837K	Buy	30,587 +2,316	+8%	+$66.3K	0.06%	248
2024 Q3	$855K	Buy	28,271 +9,579	+51%	+$279K	0.06%	271
2024 Q2	$517K	Buy	18,692 +3,367	+22%	+$95.7K	0.03%	348
2024 Q1	$430K	Buy	15,325 +6,047	+65%	+$167K	0.03%	387
2023 Q4	$260K	Buy	+9,278	New	+$242K	0.02%	447
2017 Q3	–	Sell	-10,657	Closed	-$349K	–	286
2017 Q2	$349K	Sell	10,657 -137	-1%	-$4.44K	0.09%	200
2017 Q1	$340K	Sell	10,794 -8,529	-44%	-$263K	0.09%	199
2016 Q4	$571K	Sell	19,323 -873	-4%	-$25.5K	0.16%	151
2016 Q3	$605K	Buy	20,196 +2,890	+17%	+$85.4K	0.17%	149
2016 Q2	$495K	Sell	17,306 -7,736	-31%	-$225K	0.14%	159
2016 Q1	$726K	Sell	25,042 -23,288	-48%	-$641K	0.2%	126
2015 Q4	$1.39M	Sell	48,330 -3,547	-7%	-$105K	0.36%	83
2015 Q3	$1.46M	Sell	51,877 -3,531	-6%	-$108K	0.38%	82
2015 Q2	$1.79M	Sell	55,408 -47,095	-46%	-$1.62M	0.48%	74
2015 Q1	$3.45M	Buy	102,503 +6,301	+7%	+$217K	0.85%	20
2014 Q4	$3.24M	Buy	96,202 +6,931	+8%	+$243K	0.87%	23
2014 Q3	$3.19M	Buy	89,271 +44,832	+101%	+$1.72M	0.97%	20
2014 Q2	$1.77M	Buy	44,439 +4,609	+12%	+$184K	0.63%	60
2014 Q1	$1.54M	Buy	39,830 +2,452	+7%	+$92.5K	0.65%	58
2013 Q4	$1.42M	Sell	37,378 -11,518	-24%	-$430K	0.81%	43
2013 Q3	$1.77M	Buy	48,896 +19,443	+66%	+$671K	1.04%	16
2013 Q2	$961K	Buy	+29,453	New	+$1.01M	0.53%	65

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's IDV Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares International Select Dividend ETF (IDV) stake by 63% in Q1 2026, buying an estimated $788K and bringing the position to 48,531 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #196.

Regal Investment Advisors first reported a position in IDV in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.45M in Q1 2015. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Regal Investment Advisors held 48,531 shares of iShares International Select Dividend ETF worth $2.07M as of Q1 2026.
Regal Investment Advisors bought 18,761 iShares International Select Dividend ETF shares in Q1 2026, an estimated $788K.
iShares International Select Dividend ETF made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #196 holding.
Regal Investment Advisors first reported a position in iShares International Select Dividend ETF in Q2 2013 and has held it in 27 quarters since.
Regal Investment Advisors's iShares International Select Dividend ETF position peaked at $3.45M in Q1 2015.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.