Spectrum Planning & Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

Spectrum Planning & Advisory 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	$901K	Sell	21,746 -15,660	-42%	-$686K	0.4%	46
2026 Q1	$1.59M	Buy	37,406 +5,380	+17%	+$226K	0.79%	34
2025 Q4	$1.26M	Buy	32,026 +3,477	+12%	+$132K	0.65%	36
2025 Q3	$1.04M	Buy	28,549 +6,908	+32%	+$249K	0.59%	37
2025 Q2	$747K	Buy	+21,641	New	+$707K	0.48%	41

Other funds holding IDV

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Spectrum Planning & Advisory Services's IDV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares International Select Dividend ETF (IDV) stake by 42% in Q2 2026, selling an estimated $686K and leaving 21,746 shares worth $901K. The position accounts for 0.4% of the portfolio, ranked #46.

Spectrum Planning & Advisory Services first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2026. 101 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Spectrum Planning & Advisory Services held 21,746 shares of iShares International Select Dividend ETF worth $901K as of Q2 2026.
Spectrum Planning & Advisory Services sold 15,660 iShares International Select Dividend ETF shares in Q2 2026, an estimated $686K.
iShares International Select Dividend ETF made up 0.4% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #46 holding.
Spectrum Planning & Advisory Services first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's iShares International Select Dividend ETF position peaked at $1.59M in Q1 2026.
101 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.