WMWM
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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
Q3 		$19.2M Buy
561,643
+50,529
+10% +$1.8M 3.13% 11
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

MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IDLV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 9.9% in Q3 2026, buying an estimated $1.8M and bringing the position to 561,643 shares worth $19.2M. The position accounts for 3.13% of the portfolio, ranked #11.

Whitaker-Myers Wealth Managers first reported a position in IDLV in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold IDLV as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 561,643 shares of Invesco S&P International Developed Low Volatility ETF worth $19.2M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 50,529 Invesco S&P International Developed Low Volatility ETF shares in Q3 2026, an estimated $1.8M.
  • Invesco S&P International Developed Low Volatility ETF made up 3.13% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #11 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 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.