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

Sowell 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	$1.09M	Buy	26,351 +314	+1%	+$13.8K	0.04%	445
2026 Q1	$1.11M	Buy	26,037 +114	+0.4%	+$4.79K	0.04%	413
2025 Q4	$1.02M	Buy	25,923 +137	+0.5%	+$5.19K	0.04%	426
2025 Q3	$942K	Sell	25,786 -422	-2%	-$15.2K	0.04%	440
2025 Q2	$904K	Buy	26,208 +540	+2%	+$17.6K	0.04%	439
2025 Q1	$796K	Buy	25,668 +74	+0.3%	+$2.17K	0.04%	457
2024 Q4	$701K	Sell	25,594 -7,764	-23%	-$222K	0.04%	369
2024 Q3	$1.01M	Sell	33,358 -4,946	-13%	-$144K	0.05%	342
2024 Q2	$1.06M	Sell	38,304 -149	-0.4%	-$4.23K	0.05%	323
2024 Q1	$1.08M	Sell	38,453 -838	-2%	-$23.1K	0.05%	333
2023 Q4	$1.1M	Sell	39,291 -5,161	-12%	-$135K	0.06%	305
2023 Q3	$1.15M	Buy	44,452 +5,393	+14%	+$143K	0.07%	287
2023 Q2	$1.03M	Buy	39,059 +18,784	+93%	+$512K	0.06%	353
2023 Q1	$557K	Sell	20,275 -17,442	-46%	-$491K	0.04%	411
2022 Q4	$1.02M	Buy	37,717 +9,077	+32%	+$230K	0.07%	312
2022 Q3	$645K	Buy	+28,640	New	+$754K	0.07%	288
2022 Q1	–	Sell	-26,231	Closed	-$818K	–	314
2021 Q4	$818K	Buy	26,231 +4,285	+20%	+$133K	0.05%	367
2021 Q3	$668K	Sell	21,946 -2,565	-10%	-$82.4K	0.05%	358
2021 Q2	$794K	Sell	24,511 -1,282	-5%	-$42.3K	0.05%	350
2021 Q1	$860K	Buy	25,793 +2,995	+13%	+$93K	0.03%	457
2020 Q4	$672K	Sell	22,798 -1,614	-7%	-$44.1K	0.03%	435
2020 Q3	$609K	Sell	24,412 -1,799	-7%	-$46.7K	0.03%	422
2020 Q2	$658K	Sell	26,211 -76,009	-74%	-$1.83M	0.04%	376
2020 Q1	$2.31M	Buy	102,220 +47,520	+87%	+$1.43M	0.17%	136
2019 Q4	$1.84M	Sell	54,700 -1,962	-3%	-$63K	0.14%	162
2019 Q3	$1.74M	Buy	+56,662	New	+$1.71M	0.14%	149
2019 Q1	$921K	Sell	29,851 -3,625	-11%	-$112K	0.1%	215
2018 Q4	$961K	Buy	+33,476	New	+$1.03M	0.14%	170

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

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

Sowell Financial Services increased its iShares International Select Dividend ETF (IDV) stake by 1.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 26,351 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #445.

Sowell Financial Services first reported a position in IDV in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.31M in Q1 2020. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sowell Financial Services held 26,351 shares of iShares International Select Dividend ETF worth $1.09M as of Q2 2026.
Sowell Financial Services bought 314 iShares International Select Dividend ETF shares in Q2 2026, an estimated $13.8K.
iShares International Select Dividend ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #445 holding.
Sowell Financial Services first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 28 quarters since.
Sowell Financial Services's iShares International Select Dividend ETF position peaked at $2.31M in Q1 2020.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.