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Strategic Wealth Investment Group’s iShares International Select Dividend ETF IDV Stock Holding History

Strategic Wealth Investment Group’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
2025
Q3 		– Sell
-63
Closed -$2.17K – 160
2025
Q2 		$2.17K Buy
+63
New +$2.06K ﹤0.01% 121

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Wealth Investment Group's IDV Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares International Select Dividend ETF (IDV) in Q3 2025, closing a stake of 63 shares — an estimated $2.17K sold.

Strategic Wealth Investment Group first reported a position in IDV in Q2 2025 and held it in 1 quarter. The position peaked at $2.17K in Q2 2025. 515 funds tracked by Wall St. Rank hold IDV as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares International Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 63 iShares International Select Dividend ETF shares in Q3 2025, an estimated $2.17K.
  • Strategic Wealth Investment Group first reported a position in iShares International Select Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares International Select Dividend ETF position peaked at $2.17K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.