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Spire Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Spire Wealth Management’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 		$285K Sell
6,887
-1,638
-19% -$71.7K 0.01% 683
2026
Q1 		$363K Buy
8,525
+8
+0.1% +$336 0.01% 618
2025
Q4 		$336K Buy
8,517
+2,124
+33% +$80.5K 0.01% 645
2025
Q3 		$234K Buy
6,393
+17
+0.3% +$612 0.01% 741
2025
Q2 		$220K Buy
6,376
+1,182
+23% +$38.6K 0.01% 741
2025
Q1 		$161K Buy
5,194
+7
+0.1% +$205 0.01% 874
2024
Q4 		$142K Buy
5,187
+18
+0.3% +$516 ﹤0.01% 926
2024
Q3 		$156K Sell
5,169
-1,833
-26% -$53.4K 0.01% 793
2024
Q2 		$194K Buy
7,002
+205
+3% +$5.83K 0.01% 728
2024
Q1 		$191K Buy
6,797
+11
+0.2% +$304 ﹤0.01% 775
2023
Q4 		$185K Buy
6,786
+39
+0.6% +$1.02K 0.01% 783
2023
Q3 		$171K Hold
6,747
– – 0.01% 758
2023
Q2 		$178K Buy
6,747
+32
+0.5% +$873 0.01% 762
2023
Q1 		$185K Buy
6,715
+410
+7% +$11.5K 0.01% 746
2022
Q4 		$171K Buy
6,305
+15
+0.2% +$380 0.01% 593
2022
Q3 		$142K Sell
6,290
-851
-12% -$22.4K 0.01% 610
2022
Q2 		$194K Sell
7,141
-376
-5% -$11.3K 0.01% 778
2022
Q1 		$239K Buy
7,517
+13
+0.2% +$416 0.01% 816
2021
Q4 		$234K Sell
7,504
-20
-0.3% -$619 0.01% 1024
2021
Q3 		$229K Buy
7,524
+21
+0.3% +$675 0.01% 865
2021
Q2 		$243K Buy
7,503
+812
+12% +$26.8K 0.01% 863
2021
Q1 		$211K Buy
+6,691
New +$208K 0.01% 1042

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spire Wealth Management's IDV Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 19% in Q2 2026, selling an estimated $71.7K and leaving 6,887 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #683.

Spire Wealth Management first reported a position in IDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $363K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Spire Wealth Management held 6,887 shares of iShares International Select Dividend ETF worth $285K as of Q2 2026.
  • Spire Wealth Management sold 1,638 iShares International Select Dividend ETF shares in Q2 2026, an estimated $71.7K.
  • iShares International Select Dividend ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #683 holding.
  • Spire Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares International Select Dividend ETF position peaked at $363K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.