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

Wealth Management Associates’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 		$6.19M Buy
149,439
+2,182
+1% +$95.6K 1.71% 12
2026
Q1 		$6.27M Buy
147,257
+1,312
+0.9% +$55.1K 2.16% 11
2025
Q4 		$5.76M Sell
145,945
-1,318
-0.9% -$50K 2% 11
2025
Q3 		$5.38M Sell
147,263
-1,293
-0.9% -$46.5K 1.91% 12
2025
Q2 		$5.13M Buy
148,556
+7,075
+5% +$231K 2% 11
2025
Q1 		$4.39M Buy
141,481
+1,164
+0.8% +$34.2K 1.88% 13
2024
Q4 		$3.84M Buy
140,317
+2,356
+2% +$67.5K 1.64% 13
2024
Q3 		$4.17M Sell
137,961
-77
-0.1% -$2.24K 1.83% 12
2024
Q2 		$3.82M Hold
138,038
– – 1.79% 12
2024
Q1 		$3.82M Sell
138,038
-545
-0.4% -$15.1K 1.79% 12
2023
Q4 		$3.88M Buy
138,583
+1,340
+1% +$34.9K 2.05% 9
2023
Q3 		$3.49M Buy
137,243
+233
+0.2% +$6.17K 2.04% 9
2023
Q2 		$3.61M Buy
137,010
+222
+0.2% +$6.06K 2.04% 9
2023
Q1 		$3.76M Buy
136,788
+117
+0.1% +$3.29K 2.32% 8
2022
Q4 		$3.71M Sell
136,671
-460
-0.3% -$11.7K 2.47% 6
2022
Q3 		$3.09M Buy
137,131
+437
+0.3% +$11.5K 2.18% 8
2022
Q2 		$3.71M Buy
136,694
+2,317
+2% +$69.8K 2.53% 9
2022
Q1 		$4.27M Sell
134,377
-779
-0.6% -$24.9K 2.42% 9
2021
Q4 		$4.21M Buy
135,156
+6,431
+5% +$199K 2.27% 9
2021
Q3 		$3.92M Buy
128,725
+2,471
+2% +$79.4K 2.29% 9
2021
Q2 		$4.09M Buy
126,254
+381
+0.3% +$12.6K 2.32% 9
2021
Q1 		$3.96M Buy
125,873
+11,467
+10% +$356K 2.52% 9
2020
Q4 		$3.37M Sell
114,406
-5,208
-4% -$142K 2.21% 11
2020
Q3 		$2.98M Buy
119,614
+1,712
+1% +$44.4K 2.3% 11
2020
Q2 		$2.96M Buy
117,902
+4,639
+4% +$112K 2.5% 9
2020
Q1 		$2.56M Buy
113,263
+3,214
+3% +$96.9K 2.59% 10
2019
Q4 		$3.69M Buy
110,049
+3,992
+4% +$128K 2.64% 7
2019
Q3 		$3.26M Buy
106,057
+3,534
+3% +$107K 2.62% 7
2019
Q2 		$3.15M Buy
102,523
+3,908
+4% +$121K 3.14% 6
2019
Q1 		$3.04M Buy
98,615
+3,009
+3% +$92.8K 3.32% 7
2018
Q4 		$2.74M Buy
+95,606
New +$2.93M 3.7% 6

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

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

Wealth Management Associates increased its iShares International Select Dividend ETF (IDV) stake by 1.5% in Q2 2026, buying an estimated $95.6K and bringing the position to 149,439 shares worth $6.19M. The position accounts for 1.71% of the portfolio, ranked #12.

Wealth Management Associates first reported a position in IDV in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.27M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Wealth Management Associates held 149,439 shares of iShares International Select Dividend ETF worth $6.19M as of Q2 2026.
  • Wealth Management Associates bought 2,182 iShares International Select Dividend ETF shares in Q2 2026, an estimated $95.6K.
  • iShares International Select Dividend ETF made up 1.71% of Wealth Management Associates's portfolio in Q2 2026, its #12 holding.
  • Wealth Management Associates first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's iShares International Select Dividend ETF position peaked at $6.27M in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.