Sterling Financial Planning’s iShares International Select Dividend ETF IDV Stock Holding History

Sterling Financial Planning’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	$2.97M	Sell	71,635 -3,773	-5%	-$165K	0.81%	35
2026 Q1	$3.21M	Sell	75,408 -5,408	-7%	-$227K	0.95%	30
2025 Q4	$3.19M	Sell	80,816 -1,718	-2%	-$65.1K	0.96%	30
2025 Q3	$3.02M	Sell	82,534 -4,774	-5%	-$172K	0.95%	31
2025 Q2	$3.01M	Sell	87,308 -5,172	-6%	-$169K	1.01%	29
2025 Q1	$2.87M	Sell	92,480 -28,060	-23%	-$823K	1.04%	29
2024 Q4	$3.3M	Buy	120,540 +26,258	+28%	+$752K	1.21%	27
2024 Q3	$2.85M	Sell	94,282 -7,902	-8%	-$230K	1.05%	28
2024 Q2	$2.83M	Sell	102,184 -13,206	-11%	-$375K	1.15%	27
2024 Q1	$3.24M	Sell	115,390 -6,019	-5%	-$166K	1.31%	23
2023 Q4	$3.4M	Sell	121,409 -3,864	-3%	-$101K	1.47%	19
2023 Q3	$3.18M	Sell	125,273 -1,813	-1%	-$48K	1.63%	18
2023 Q2	$3.35M	Sell	127,086 -2,363	-2%	-$64.5K	1.66%	17
2023 Q1	$3.56M	Sell	129,449 -3,246	-2%	-$91.4K	1.93%	15
2022 Q4	$3.6M	Sell	132,695 -28,071	-17%	-$712K	2.15%	13
2022 Q3	$3.62M	Sell	160,766 -1,130	-0.7%	-$29.8K	2.54%	11
2022 Q2	$4.4M	Buy	161,896 +9,756	+6%	+$294K	3.09%	10
2022 Q1	$4.83M	Buy	152,140 +16,292	+12%	+$521K	3.04%	10
2021 Q4	$4.24M	Buy	135,848 +4,032	+3%	+$125K	2.65%	12
2021 Q3	$4.01M	Buy	131,816 +4,063	+3%	+$131K	2.55%	11
2021 Q2	$4.14M	Buy	127,753 +13,096	+11%	+$432K	2.69%	11
2021 Q1	$3.61M	Buy	114,657 +32,237	+39%	+$1M	2.57%	12
2020 Q4	$2.43M	Buy	+82,420	New	+$2.25M	1.96%	14

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

Sterling Financial Planning's IDV Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares International Select Dividend ETF (IDV) stake by 5% in Q2 2026, selling an estimated $165K and leaving 71,635 shares worth $2.97M. The position accounts for 0.81% of the portfolio, ranked #35.

Sterling Financial Planning first reported a position in IDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.83M in Q1 2022. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sterling Financial Planning held 71,635 shares of iShares International Select Dividend ETF worth $2.97M as of Q2 2026.
Sterling Financial Planning sold 3,773 iShares International Select Dividend ETF shares in Q2 2026, an estimated $165K.
iShares International Select Dividend ETF made up 0.81% of Sterling Financial Planning's portfolio in Q2 2026, its #35 holding.
Sterling Financial Planning first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Sterling Financial Planning's iShares International Select Dividend ETF position peaked at $4.83M in Q1 2022.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.