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

Tanglewood 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	$230K	Hold	5,550	–	–	0.02%	40
2026 Q1	$236K	Hold	5,550	–	–	0.02%	37
2025 Q4	$219K	Hold	5,550	–	–	0.02%	35
2025 Q3	$203K	Sell	5,550 -803	-13%	-$28.9K	0.02%	39
2025 Q2	$219K	Buy	+6,353	New	+$207K	0.02%	38
2024 Q2	–	Sell	-8,575	Closed	-$240K	–	32
2024 Q1	$240K	Hold	8,575	–	–	0.03%	30
2023 Q4	$240K	Buy	+8,575	New	+$224K	0.03%	30
2023 Q3	–	Sell	-25,702	Closed	-$677K	–	27
2023 Q2	$677K	Buy	25,702 +5,139	+25%	+$140K	0.1%	20
2023 Q1	$565K	Sell	20,563 -6,550	-24%	-$184K	0.08%	26
2022 Q4	$736K	Buy	+27,113	New	+$688K	0.11%	26

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

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

Tanglewood Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 5,550 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #40.

Tanglewood Wealth Management first reported a position in IDV in Q4 2022 and has held it in 10 quarters since. The position peaked at $736K in Q4 2022. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Tanglewood Wealth Management held 5,550 shares of iShares International Select Dividend ETF worth $230K as of Q2 2026.
Tanglewood Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.02% of Tanglewood Wealth Management's portfolio in Q2 2026, its #40 holding.
Tanglewood Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 10 quarters since.
Tanglewood Wealth Management's iShares International Select Dividend ETF position peaked at $736K in Q4 2022.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.