Whitaker-Myers Wealth Managers’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Buy	511,114 +56,755	+12%	+$1.99M	2.94%	14
2026 Q1	$15.7M	Buy	454,359 +29,923	+7%	+$1.05M	3.12%	14
2025 Q4	$14.4M	Buy	424,436 +12,466	+3%	+$419K	3%	14
2025 Q3	$13.8M	Buy	+411,970	New	+$13.8M	3.01%	13

Other funds holding IDLV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IDLV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 12% in Q2 2026, buying an estimated $1.99M and bringing the position to 511,114 shares worth $17.6M. The position accounts for 2.94% of the portfolio, ranked #14.

Whitaker-Myers Wealth Managers first reported a position in IDLV in Q3 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

Whitaker-Myers Wealth Managers held 511,114 shares of Invesco S&P International Developed Low Volatility ETF worth $17.6M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 56,755 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $1.99M.
Invesco S&P International Developed Low Volatility ETF made up 2.94% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #14 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.