XY Planning Network’s iShares International Select Dividend ETF IDV Stock Holding History

XY Planning Network’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	$433K	Buy	10,456 +709	+7%	+$31.1K	0.05%	225
2026 Q1	$416K	Buy	9,747 +925	+10%	+$38.9K	0.07%	196
2025 Q4	$348K	Sell	8,822 -163	-2%	-$6.18K	0.06%	195
2025 Q3	$310K	Hold	8,985	–	–	0.11%	143
2025 Q2	$310K	Sell	8,985 -75	-0.8%	-$2.45K	0.11%	143
2025 Q1	$281K	Hold	9,060	–	–	0.19%	83
2024 Q4	$248K	Buy	+9,060	New	+$259K	0.19%	85

Other funds holding IDV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

XY Planning Network's IDV Position: Q2 2026 in Review

XY Planning Network increased its iShares International Select Dividend ETF (IDV) stake by 7.3% in Q2 2026, buying an estimated $31.1K and bringing the position to 10,456 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #225.

XY Planning Network first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

XY Planning Network held 10,456 shares of iShares International Select Dividend ETF worth $433K as of Q2 2026.
XY Planning Network bought 709 iShares International Select Dividend ETF shares in Q2 2026, an estimated $31.1K.
iShares International Select Dividend ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #225 holding.
XY Planning Network first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.