Sharp Financial Services’s iShares International Select Dividend ETF IDV Stock Holding History

Sharp Financial Services’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	$228K	Hold	5,500	–	–	0.11%	120
2026 Q1	$234K	Sell	5,500 -1,500	-21%	-$63K	0.12%	107
2025 Q4	$276K	Hold	7,000	–	–	0.14%	92
2025 Q3	$256K	Sell	7,000 -500	-7%	-$18K	0.14%	91
2025 Q2	$259K	Sell	7,500 -750	-9%	-$24.5K	0.17%	72
2025 Q1	$256K	Sell	8,250 -2,300	-22%	-$67.5K	0.2%	74
2024 Q4	$289K	Buy	10,550 +500	+5%	+$14.3K	0.22%	74
2024 Q3	$304K	Sell	10,050 -2,126	-17%	-$61.9K	0.23%	69
2024 Q2	$337K	Sell	12,176 -9,625	-44%	-$274K	0.29%	64
2024 Q1	$611K	Sell	21,801 -1,825	-8%	-$50.4K	0.57%	32
2023 Q4	$661K	Buy	+23,626	New	+$616K	0.72%	28

Other funds holding IDV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sharp Financial Services's IDV Position: Q2 2026 in Review

Sharp Financial Services held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 5,500 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #120.

Sharp Financial Services first reported a position in IDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $661K in Q4 2023. 245 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sharp Financial Services held 5,500 shares of iShares International Select Dividend ETF worth $228K as of Q2 2026.
Sharp Financial Services left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.11% of Sharp Financial Services's portfolio in Q2 2026, its #120 holding.
Sharp Financial Services first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's iShares International Select Dividend ETF position peaked at $661K in Q4 2023.
245 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.