Sound Stewardship’s iShares International Select Dividend ETF IDV Stock Holding History

Sound Stewardship’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 Q3	$2.17M	Sell	51,499 -2,970	-5%	-$130K	0.88%	24
2026 Q2	$2.26M	Sell	54,469 -530	-1%	-$23.2K	0.93%	23
2026 Q1	$2.34M	Sell	54,999 -1,827	-3%	-$76.8K	1.07%	20
2025 Q4	$2.24M	Sell	56,826 -252	-0.4%	-$9.55K	1.07%	20
2025 Q3	$2.09M	Sell	57,078 -288	-0.5%	-$10.4K	1%	22
2025 Q2	$1.98M	Buy	57,366 +166	+0.3%	+$5.42K	1.02%	23
2025 Q1	$1.77M	Sell	57,200 -240	-0.4%	-$7.04K	1.01%	22
2024 Q4	$1.57M	Buy	57,440 +117	+0.2%	+$3.35K	0.93%	22
2024 Q3	$1.73M	Sell	57,323 -2,426	-4%	-$70.7K	0.97%	23
2024 Q2	$1.65M	Sell	59,749 -2,686	-4%	-$76.3K	1%	24
2024 Q1	$1.75M	Buy	62,435 +24	+0%	+$663	1.06%	22
2023 Q4	$1.75M	Sell	62,411 -2,402	-4%	-$62.6K	1.16%	29
2023 Q3	$1.65M	Sell	64,813 -300	-0.5%	-$7.95K	1.11%	31
2023 Q2	$1.71M	Sell	65,113 -2,214	-3%	-$60.4K	1.13%	31
2023 Q1	$1.85M	Sell	67,327 -1,035	-2%	-$29.1K	1.25%	31
2022 Q4	$1.86M	Buy	+68,362	New	+$1.73M	1.37%	31

Other funds holding IDV

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Sound Stewardship's IDV Position: Q3 2026 in Review

Sound Stewardship reduced its iShares International Select Dividend ETF (IDV) stake by 5.5% in Q3 2026, selling an estimated $130K and leaving 51,499 shares worth $2.17M. The position accounts for 0.88% of the portfolio, ranked #24.

Sound Stewardship first reported a position in IDV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q1 2026. 60 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Sound Stewardship held 51,499 shares of iShares International Select Dividend ETF worth $2.17M as of Q3 2026.
Sound Stewardship sold 2,970 iShares International Select Dividend ETF shares in Q3 2026, an estimated $130K.
iShares International Select Dividend ETF made up 0.88% of Sound Stewardship's portfolio in Q3 2026, its #24 holding.
Sound Stewardship first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 16 quarters since.
Sound Stewardship's iShares International Select Dividend ETF position peaked at $2.34M in Q1 2026.
60 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.