Sterling Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Sterling Wealth Advisors’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	$5.25M	Sell	126,832 -2,294	-2%	-$100K	2.86%	8
2026 Q1	$5.71M	Sell	129,126 -7,070	-5%	-$297K	3.26%	8
2025 Q4	$5.37M	Sell	136,196 -455	-0.3%	-$17.2K	3.24%	8
2025 Q3	$5.03M	Sell	136,651 -845	-0.6%	-$30.4K	3.21%	8
2025 Q2	$4.82M	Sell	137,496 -1,879	-1%	-$61.4K	3.41%	8
2025 Q1	$4.32M	Sell	139,375 -3,516	-2%	-$103K	3.33%	8
2024 Q4	$3.91M	Buy	+142,891	New	+$4.09M	3.07%	8

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 Wealth Advisors's IDV Position: Q2 2026 in Review

Sterling Wealth Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 1.8% in Q2 2026, selling an estimated $100K and leaving 126,832 shares worth $5.25M. The position accounts for 2.86% of the portfolio, ranked #8.

Sterling Wealth Advisors first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.71M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sterling Wealth Advisors held 126,832 shares of iShares International Select Dividend ETF worth $5.25M as of Q2 2026.
Sterling Wealth Advisors sold 2,294 iShares International Select Dividend ETF shares in Q2 2026, an estimated $100K.
iShares International Select Dividend ETF made up 2.86% of Sterling Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Sterling Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Sterling Wealth Advisors's iShares International Select Dividend ETF position peaked at $5.71M in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.