Richmond Investment Services’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Richmond Investment Services’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	7,386 -8,187	-53%	-$287K	0.08%	123
2026 Q1	$537K	Buy	15,573 +264	+2%	+$9.26K	0.09%	151
2025 Q4	$519K	Sell	15,309 -148	-1%	-$4.97K	0.09%	137
2025 Q3	$518K	Sell	15,457 -1,904	-11%	-$63.9K	0.1%	133
2025 Q2	$575K	Buy	17,361 +8,730	+101%	+$279K	0.12%	113
2025 Q1	$262K	Buy	8,631 +19	+0.2%	+$556	0.14%	90
2024 Q4	$240K	Buy	+8,612	New	+$250K	0.13%	94

Other funds holding IDLV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Richmond Investment Services's IDLV Position: Q2 2026 in Review

Richmond Investment Services reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 53% in Q2 2026, selling an estimated $287K and leaving 7,386 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #123.

Richmond Investment Services first reported a position in IDLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q2 2025. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

Richmond Investment Services held 7,386 shares of Invesco S&P International Developed Low Volatility ETF worth $255K as of Q2 2026.
Richmond Investment Services sold 8,187 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $287K.
Invesco S&P International Developed Low Volatility ETF made up 0.08% of Richmond Investment Services's portfolio in Q2 2026, its #123 holding.
Richmond Investment Services first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Invesco S&P International Developed Low Volatility ETF position peaked at $575K in Q2 2025.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.